Popular Articles

  1. What is a Fund?

    If you have a particular savings goal, turning a Budget Item into a Fund can be useful.  Let's say you want to start saving for Christmas. If you start saving early, you might actually have enough money to buy presents for the 67 peopl...
  2. Does Leftover Money Carry Over to the Next Month?

    So it's the end of the month and you planned $500 for your groceries budget this month - but only spent $475! Maybe you found some great sales or clipped coupons. Now you are wondering, "What do I do with the leftover?"   Eve...
  3. I Can't Find My Bank

    Step 1. Type your bank name in the "Connect Bank Account" search box. Step 2. If the search has no results, or you do not see your bank in the list, copy the URL from your financial institutions website and paste it into the searc...
  4. How Do I Add Transactions?

    Step 1. To add a new transaction, start by clicking "Transactions" in the top right corner. Step 2. Click "+Add New". Step 3. Choose "Expense" or "Income" depending ...
  5. How Do I Delete or Remove My Bank Accounts From EveryDollar?

    Step 1. To delete or remove a connected bank account from EveryDollar click "Accounts" in the top right corner. Step 2. You will see a list of all of the accounts that are currently connected. Click the arrow to th...
  6. How Do I Add My Bank to EveryDollar?

    Step 1. To add your bank, start by clicking "Accounts" in the top right corner. Step 2. Search for the bank you wish to connect or click  "+ Add Account" if you already have another account connected...
  7. Getting Started With EveryDollar

    Step 1: Enter Your Income Let's get started with your EveryDollar budget by adding your monthly income. The "Planned" amount is what you expect to receive this month. Step 2: Plan Expenses Now, you just...
  8. Having Issues With Your Bank?

    Are you experiencing issues with one or more of your bank accounts in EveryDollar such as a zero bank account balance or transactions not importing? Please note when you first connect or update your bank login credentials, your account balances...
  9. I Just Created My First Budget. Now What?

    After you create your first budget it's time to start adding transactions . Once you get those transactions added, that will update your Available amount. Doing that will let you know how much money you have left to spend in each budget item. ...
  10. Working With Debt

    After you have added your Debts to the Debt Budget Group, you will need to decide how much you plan to pay on your debts this month and enter that in the "Planned" column. We recommend just making the minimum payments on all debts except t...