How To Budget

1. Log into Internet Banking
2. Access Transaction History
3. Export unreconciled Transaction History as QIF
4. Access Actual Budget
5. Navigate to specific account
6. Import QIF
7. Categorise transactions
8. Clear by ticking each transaction if applicable
9. Reconcile by clicking the padlock icon and aligning current balance
10. Repeat for each account
11. Access main budget
12. Balance budget by moving money between income and envelopes until it equals 0
13. To do so, add or take money “budgeted” column

BUDGET COMPLETE

CHOCOLATE REWARD