Setting Up Budget

1. Open Budgets and enter Budget Builder.
2. Review the budgeted income, total committed amount, and remaining amount to allocate.
3. Review each budget group’s target. Open a group when you need to inspect or edit its Categories.
4. Adjust the group or Category targets that should change for the month.
5. Choose Apply to Monthly Budget when the plan is ready.

Budget Builder summarizes how much is committed and how much remains to allocate. Use that product feedback to review the plan before applying it; this guide does not prescribe a particular budgeting method.