Getting Started with BudgetBadger
Connect your first account, add your store, automate your categories, and review your Dashboard and P&L.
Video Tutorials
Setting Up Your Categories & Rules
Automate your categorization process and save hours on manual cleanup.
Adding Manual Transactions & Receipts
Add manual transactions, attach receipts, and import historical data from CSV.
Understanding Your Profit & Loss Statement
Learn how to read your P&L: revenue, COGS, operating expenses, and profit margins.
Getting Ready for Tax Season
Prepare year-end reports and find the data you need for your tax forms.
Still have questions?
If you cannot find what you need, please reach out to support on the Contact page and we will be happy to help.