BudgetBudget, documented.
Every feature explained, from your first account to pension projections. The app's help button links straight to these pages, so the two never drift out of date.
29 topics· updated with every release
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Getting started
Install it, add your first account, and get transactions flowing.
Getting Started
Add an account, import or enter transactions, set up categories, create a budget, and explore the dashboard. Takes about 10 minutes.
Dashboard
The Dashboard is your customizable financial overview, featuring 28+ tiles that display key metrics, charts, and summaries at a glance. Arrange tiles to suit…
Help & Docs
The in-app home for the guides, the keyboard shortcuts, the Quick Add page URL, and the system information to paste into a bug report.
Nextcloud Integration
Budget plugs into the Nextcloud platform itself: dashboard widgets on Nextcloud's own dashboard, transactions in the unified search bar, a bills calendar you can…
Settings
Configure user preferences, data management, and admin settings to customize the Budget app for your workflow.
Everyday tracking
Accounts, the transaction register, and keeping it all tidy.
Accounts
Accounts represent your real-world bank accounts, credit cards, loans, and other financial accounts. Each account holds its own set of transactions and tracks…
Transactions
Transactions are the individual financial entries within your accounts -- every purchase, deposit, transfer, and payment. The transactions view is where you…
Statement Reconciliation
Reconciling means confirming, statement by statement, that the app and your bank agree. Enter the statement's ending balance, tick each transaction that appears…
Categories
Categories organize your transactions into a hierarchical tree of expense and income types. Each transaction is assigned to a category so you can track where…
Tags
Tag sets provide multi-dimensional categorization beyond the category hierarchy. Attach additional metadata to transactions -- like which store you shopped at…
Transfers
Transfers track the movement of money between your own accounts — whether recurring (like a monthly savings transfer) or one-time (like moving funds to cover a…
Budgeting & planning
Set limits, track income and bills, and see what is coming.
Budget
Set spending limits for each category, track your progress throughout the period, and get visual feedback when you're approaching or exceeding your targets.
Envelope (Rollover) Budgets
Classic envelope budgeting: what you don't spend this month stays in the envelope for next month — and what you overspend comes out of it. Turn it on per…
Income
Income sources track your expected recurring revenue — salary, dividends, freelance payments, rental income, and more. By recording when and how much you expect…
Bills
Bills track your recurring payments — rent, utilities, subscriptions, loan repayments, and more. The app reminds you when payments are due, automatically…
Forecast
The Forecast tool predicts your future account balances by analyzing historical spending and income patterns. Use it to plan ahead, avoid overdrafts, and…
Goals, debt & assets
The long game: saving up, paying down, and net worth over time.
Savings Goals
Savings Goals let you set financial targets — an emergency fund, a vacation, a down payment — and track your progress toward reaching them. Link a goal to an…
Debt Payoff
The Debt Payoff planner helps you create a strategy for eliminating debt across multiple accounts. Choose between the Avalanche or Snowball method, see a…
Pensions
Track retirement and pension accounts with contributions, withdrawals and growth projections. Fund contributions straight from a bank account, schedule them to…
Assets
Track non-liquid assets like real estate, vehicles, jewelry, and collectibles. Assets are separate from bank accounts and give you a complete picture of your net…
Import & automation
Get data in from your bank and let rules do the filing.
Importing Bank Statements
Import transactions directly from your bank's exported files instead of entering them manually. The Budget app supports CSV, OFX, and QIF formats with automatic…
Import Rules
Auto-categorize imported transactions using pattern-based rules with a visual query builder, so you spend less time manually sorting transactions and more time…
Bank Sync
BETA - Connect external bank accounts for automatic transaction imports. Must be enabled by a Nextcloud administrator.
Receipt Scanning
Photograph a receipt and have the transaction filled in for you. Off by default — a Nextcloud administrator has to turn it on and choose who reads the images.
REST API
A documented, versioned REST API for reading your budget and recording transactions from outside the web UI — a phone app, a script, or an automation platform…
Sharing & collaboration
Split costs with people and share data with other Nextcloud users.
Reports & reference
Analyse the numbers and configure the details.
Reports
Reports provide seven specialized views of your financial data — from budget tracking and spending breakdowns to year-over-year comparisons and net worth…
Exchange Rates
Automatic currency conversion for multi-currency accounts using ECB (fiat) and CoinGecko (crypto) rates. All foreign-currency balances are converted to your base…
Ready to try it?
Install Budget from the Nextcloud App Store and follow the getting-started guide.