Getting Started with Budget Vision

Welcome! Budget Vision is designed to give you a clear view of your financial future.

This page provides a quick overview to get you oriented. For a detailed, step-by-step learning path, we highly recommend going through our Tutorial Series.

The Core Concept: The Daily Balance

Unlike other apps that focus on past spending, Budget Vision's main feature is the Daily Balance displayed on its calendar. This number shows you exactly how much money you're projected to have at the end of each day, based on your planned income and expenses.

By seeing this future view, you can spot potential cash shortages weeks in advance and confidently decide the best time to make large purchases.

Your First Steps

1. Set Your Balances: The first thing you should do is set the current, real-world balance for all your accounts (cash, bank, etc.). This ensures your forecast starts from an accurate point.
2. Add Recurring Transactions: Add your predictable income and expenses, like your salary, rent, and monthly subscriptions. This builds the foundation of your financial calendar.
3. Plan for the Future: Add any known one-time expenses or income, like a planned vacation, a doctor's appointment, or a client invoice.

That's it! Your calendar now shows a realistic projection of your financial future.