Guides

Name: Rise Budget
Availability: PreOrder
Author: Rise Budget

Step-by-step tutorials to help you get the most out of Rise Budget

Introduction

What is Rise Budget?

An overview of what Rise Budget is and how it works

Getting Started

Your first steps with Rise Budget

What are members?

Understanding household members in Rise Budget

Adding Categories

How categories work in Rise Budget

What is a CSV?

A simple overview of CSV files and how to download one from your bank

Import Demo Data

Get started quickly with sample transaction and budget data

Importing Bank Statements

How to import CSV transaction files from your bank into Rise Budget

Setting Up Your Budget

Learn how to create monthly budgets, track savings, and compare planned vs actual spending

Categorising Transactions

Keep your spending organised with categories and rules

Using Members

Track spending by household member

Understanding Budget Reports

Make sense of your income, spending, and budget progress

Security & Privacy

How Rise Budget keeps your financial data private

Backing Up Your Data

Keep your budget safe with regular backups

Migrating From Another App

Move your budget data into Rise Budget from another tool