Getting started with Budget Builder is easy. Simply follow the steps below.

  1. Add additional accounts from other financial institutions to view all your accounts in one place
  2. Customize the ‘tag’ names on your transactions to get the most accurate financial picture
  3. Set up monthly Spending Targets within the ‘Budget’ area to organize your tagged transactions
  4. Use ‘Cashflow’ to track regular incomes and bills
  5. Create specific financial targets under the ‘Goals’ tab

Referencing the appropriate FAQ should answer any questions you may have. If you need additional assistance, feel free to reach out to one of our representatives via live chat, or call 800.347.9222.