Budgets
Weekly, fortnightly or monthly amounts on a spreadsheet-style grid, with paste from Excel.
Where to find it
Sidebar or phone bar: Budgets. Goals, Scenarios and Own money are tabs on that page, not separate sidebar items.
This is the “fill your jars” step. Each line is a category. Set the amount the way the money actually moves: groceries weekly, pay fortnightly, insurance monthly, rates quarterly.
- Open Budgets.
- Click a cell and type. Arrow keys and Tab move between cells. You can paste a column from Excel or Google Sheets.
- Set each line weekly, fortnightly or monthly. Jarful converts between them using 52 weeks ÷ 12 months, so a month is not treated as four weeks.
- Use the other tabs when you need them: Goals for savings targets, Scenarios for income comparisons, Own money for personal jars.
The grid is the whole budget: categories down the side, budget, actual spend and what is left, plus previous months. Due dates live on the lines as well (“every Monday”, “the 18th”, quarterly). A line can be spread across the year or counted on the day it is due. Budget timing for those lines is not the same as a bill. The Bills page says so.
On Get started, after you have entered the amounts you care about, press I’ve set them. You can change every amount later.
What this does not do
A budget amount is a plan. It does not move money and it does not pay a bill. Own-money jars are on the Own money tab. They are not created by filling in a category.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.