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To define a budget means to outline a plan for expected revenues and expenses in a way that allows wise spending and saving. Budgeting is an important concept for individuals and families to provide a safe level of forecasting of income and expenses and construct models based on their personal goals for saving. Without a budget, most households are just scraping by, and that's just not enough in this day and age.

Budgeting is an important forecasting tool for measuring overall growth and planning for the future. Knowing how to design a budget is not, however, a commonly understood skill. Budgetpulse is an interactive online budgeting tool designed to simplify the way you manage your money by showing you how to quickly and easily define a budget. Once you know where your money is going now, you can more easily design a plan to save more and achieve your financial goals.


The Dashboard page acts as your entry point into the Budgetpulse system with your data loaded. It is divided into two tabs: Budget and Accounts, as described here:

  • Budget tab – as you build and maintain your budget, this tab presents a useful overview of expenses and income so you can get an immediate picture of where your budget stands at any moment.
  • Accounts tab – selecting this tab shows you a charted overview of all accounts and provides a launching place to view details about any account for any time range you select.


The Transactions page is intended to give you a way to see recent transactions, to plan upcoming and recurring transactions, and to add new transactions. This page is divided into two primary sections: Recent transactions (select a time frame) and Upcoming/Recurring transactions.

Add a Transaction
Edit Transactions
Delete Transactions
Edit Transaction Categories


To define a budget means to outline a plan for expected revenues and expenses in a way that allows for comfortable and wise spending and saving. Before you can do either (spend or save, that is), you have to know what your income and expenses are and when to expect them.

To accomplish a budget, you will begin to define budget items, based on income and expenses. Each of your expenses and income sources will be identified as budget items. These steps should be done in advance of defining individual transactions, so that transactions can be accurately tied to budget items and therefore charted and tracked in a useful way.

Add a Budget Item
Adjust Monthly Budget
Adjust Monthly Budget
Stop Tracking a Budget Item
Edit a Budget Item


The initial Accounts page displays two basic sections: the overview and the summary. The accounts overview displays your current account status, including a graphical representation of the different accounts (supported with a color-coded legend), and the summary section lets you manage:

  • Accounts
  • Assets
  • Liabilities
  • and view transaction details
Accounts Overview
Accounts Summary
My Accounts


The Charts feature lets you see Income and Expense information represented as bar graphs and pie charts, which can be useful for month-to-month or progressive comparisons. Charts are a useful communication device to give you a visual picture of your income to expense ratio and help you further control and manage your budgeting.

Income Chart
Expense Chart
Income to Expense Chart
Net Worth Chart


The Tools page lets you import and export your budget data from or into these formats:

  • Quicken or MS Money (.qfx, .ofx, or .qif formats), versions 2007 or later
  • CSV (spreadsheet format)

Exporting Data
Importing Data
Import from QFX, OFX, or QIF Formats
Import from CSV Format


The goals page is intended to give you a way to easily set up a goal you are trying to save money for. It also can be a way to collect money towards your goal, even, or organization in one place. There are two types of goals you can create, a private and public goal.


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