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Moni Budget is organized around a simple workflow: add accounts, record transactions, categorize activity, then use budgets, reports, and goals to decide what to do next.

Main areas

• Dashboard gives you a quick read on balances and recent activity.
• Accounts hold the balances you want to track.
• Transactions are the income, expenses, and transfers that explain balance changes.
• Budget turns category spending into a monthly plan.
• Reports show trends across periods.

Recommended first session

1. Create the accounts you want to track.
2. Import or add a small set of recent transactions.
3. Confirm categories and rules for repeated vendors.
4. Add one budget category and one savings goal.