BUDGIX Documentation

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This help section is your starting point to learn everything you need about using BUDGIX — a simple, powerful, and fully private macOS app for managing your budgets and tracking your expenses. Whether you’re just getting started or looking to explore advanced features, this guide will walk you through each part of the app and help you make the most of it.

The documentation covers all areas of BUDGIX, including how to create budgets, enter or import transactions, organize categories, generate reports, and use automation features like scheduled transactions. You’ll also find detailed explanations of specific tools and settings, tips for using sample data, and how to back up or restore your information.

Most screens and windows in BUDGIX include context-sensitive help — just look for the help button (?) at the top of any screen or window. Clicking it will take you directly to the related section in this documentation so you can quickly find the information you need without losing your place in the app.

Use the Table of Contents on the left to browse by topic, or jump directly to one of the most commonly visited sections below:

• Getting Started
  
  
• Creating your Profile
  
  
• Creating your own budget (Onboarding)
  
  
• Getting to know Scheduled Transactions
  
  
• Exploring Categories
  
  
• Inspecting Charts
  
  
• Adjusting Settings
  
  

If you’re ready to dive in, pick a section — or simply start exploring the app and click the help button whenever you need guidance.