5. Reviewing and Adjusting Your Budget
A budget is a living document. To keep it useful, you need to regularly sync it with reality. Budget Vision makes this process fast and simple with Balance Corrections.
The Weekly Check-in
We recommend setting aside 5 minutes once a week to review your budget.
- Open Your Bank Account: Look at your actual, current balance.
- Create a Correction: In Budget Vision, right-click on today's date on the calendar and choose "Create correction".
- Enter the Real Balance: Input the number from your bank statement into the corresponding account field.
That's it. The app will automatically calculate the difference between your planned spending and your actual spending. Any discrepancy is bundled into the correction, ensuring your forecast going forward is 100% accurate.
Why this is Powerful
You don't need to log every single coffee or snack. By correcting your balance weekly, you can have a high-level plan while still staying perfectly synced to reality. The small, untracked expenses are simply accounted for during the correction. This saves you time and makes budgeting less tedious.