Phone (6)

How do I register my phone with Budget Ease to submit expenses by text message?

To register your phone with your account go to the the Profile page, click the ‘add’ link under the Phone Number. In the window that comes up, enter the phone number you want to register with the user and click … Continue reading

How do I submit an expense by text message?

Once your phone is registered you can text your expenses the number you got the verification request from, which should be (573) 397-5168. The format of the text should be: envelope name, followed by the amount, then the description of … Continue reading

How do I check an envelope balance by text?

Once your phone is registered you can request balances by texting the same number you got the verification text from, which should be (573) 397-5168. The format of the text should be: the word ‘balance’ or ‘bal’ followed by the … Continue reading

How do I submit a credit by text?

The format for a credit message is the same as an expense except you put ‘credit’ in front of it. So if you returned an item for $23.45 to Food Mart and you want it to credit your groceries envelope, … Continue reading

How do I attach a receipt to an expense?

If you want to attach an image of a receipt to a transaction, you can simply take a picture of your receipt then submit the transaction text as described above and send your text to e@BudgetEase.com. You must send it … Continue reading

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Transactions (3)

How do I enter a one time deposit?

If you get some money that isn’t regular income, but you want to deposit it and get it into your envelopes, then you just need to go to the home screen and click the button. On the transaction editor you … Continue reading

How do I import transactions from my bank account or credit card?

To import transactions for a financial account you first have to create an account by going to the Accounts page and clicking the button in the blue bar at the top left. Once you have created an account you’ll need … Continue reading

How do I split a transaction across envelopes?

You can split a transaction across envelopes by clicking the button in the blue bar at the top of your Home screen. In the Transaction window that pops up you can click the button to add an additional envelope to … Continue reading

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General (2)

How much does it cost?

Once you’re 14 day free trial is up, it’s as little as $5.58 a month.

What if I buy things with a credit card?

Budget Ease simulates a cash envelope system. The great benefit of a cash envelope system is it doesn’t allow you to spend money you don’t actually have. However, you can still use a credit card with Budget Ease. When you … Continue reading

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Setup (2)

How do I get the Checking Account Balance graph to work?

Budget Ease can predict the future balance of your checking accounts. But in order for it to do that you first have to create a checking account, then you have to configure your income and bills to let Budget Ease … Continue reading

How does the initial funding work?

At the beginning of each month Budget Ease will take your monthly income and divide it up into your envelopes according to the Monthly Amounts you specified on the Budget page. However, when you do the initial funding it will … Continue reading

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Envelopes (6)

What if I spend more than the envelope balance?

On the Budget page there is an option on the right side that looks like this: If this option is turned off, then entering a transaction that is more then your envelope balance will simply cause the balance to go … Continue reading

How do I delete an envelope group?

To delete an envelope group just move all the envelopes out of the group you want to delete, then a delete button will appear.

How do I create a new envelope group?

To create a new envelope group go to the Budget page and click the Add Group button on the left.

What is an envelope group?

Envelope groups are simple way to organize your envelopes. You can create groups based on the type of envelopes, like spending and saving. Or you can create groups based on the purpose of the envelopes, like Home and Auto. Then … Continue reading

How do I move an envelope to another group?

You can move an envelope to another group just by dragging it over to the group you want it to be in.

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Accounts (3)

Can I use Budget Ease to track cash?

Budget Ease can work just as well with cash as with anything else! The best way to track cash is to create an account on the Accounts page and call it Cash. Like this: If you where given some cash … Continue reading

How do I get the Checking Account Balance graph to work?

Budget Ease can predict the future balance of your checking accounts. But in order for it to do that you first have to create a checking account, then you have to configure your income and bills to let Budget Ease … Continue reading

How do I transfer money between accounts?

If you have multiple bank accounts setup in Budget Ease and you need to transfer money between them, you can do this on the Home screen. Under the Transfer Money menu you can select ‘From One Account to Another’ as … Continue reading

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