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Find guides, how-tos, and answers for setting up and using Moni Budget.
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Getting Started
Set up your account and bring your first budget data into Moni Budget.
Create your first account
Add checking, savings, credit card, cash, loan, and other accounts.
Read articleImport your first transactions
Prepare a CSV file, map columns, and review imported transactions.
Read articleTransactions & Organization
Keep income, spending, categories, imports, and rules tidy.
Import transactions from CSV
Use the CSV import wizard and saved templates for repeated bank exports.
Read articleCategories and category groups
Organize spending and income with category groups and category types.
Read articleRules for automatic categorization
Create rules that apply categories, notes, and tags to matching transactions.
Read articlePlanning
Use budgets, recurring transactions, and goals to plan ahead.
Recurring transactions
Track repeating income, bills, subscriptions, and scheduled activity.
Read articleReports & Forecasting
Understand trends and look ahead with reporting tools.
Reports overview
Read income, expenses, category totals, cash flow, and net worth charts.
Read articleSettings & Security
Manage profile settings, security, data export, and account cleanup.
Profile, currency, and locale settings
Update profile details, base currency, language, timezone, and month start.
Read articleFAQ
Quick answers to common questions and product availability.