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Getting started tips & tricks
After setup, a welcome popup walks you through the basics. Finish it, continue the full tour, or explore yourself. Here's how to get the most out of BudgetBuddie.
Budget feature overview
Set weekly, fortnightly, monthly, or custom budgets. Group related lines, mark savings categories, and use rollover or one-offs when you need them.
Behind the budget
Molly's money journey
Molly shares how moving to NZ sparked a shift in her money mindset from manual tracking to confident, automated finances with BudgetBuddie. She’s now focused on building wealth early and working toward homeownership.
Ben's money journey
Ben, a flight instructor from South Canterbury, shares how self-funding his aviation training taught him to be disciplined with money. With BudgetBuddie, he’s now tracking his net worth, setting savings goals, and building toward a more secure financial future.
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Recent blogs
What is open banking?
February 26, 2026
5 minute read
Emergency Fund Basics: What, How, and Why?
August 5, 2025
4 minute read
We asked: What makes a budget actually work? Here’s what real Kiwis told us
July 22, 2025
4 minute read
5 ways to save more money this year
March 4, 2025
5 minute read
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Transactions 💵
Learn how to get the most out of your transactions. Track, categorise, and analyse your spending to manage your money more effectively.
How to use transaction rules
Here in this guide, we'll give you the full run-through on how to use the transaction rules feature.
April 13, 2026
How to guides
How to guides
How to split transactions
Here in this guide, we'll walk you through how to split transactions.
October 21, 2024
How to guides
How to guides
How to create, edit & delete categories
Create income or expense categories, mark an expense as savings, and edit or delete them from Settings.
September 3, 2026
How to guides
How to guides
How transaction categories work
Categories sit in groups, can have tags, and a savings category treats money you put away differently from spending.
September 3, 2026
Overviews
Overviews
How to make bulk category changes
Here in this guide we'll give you a full run-through on how to make bulk category changes to your transactions.
September 26, 2024
How to guides
How to guides
Transactions feature overview
Here in this guide we'll give you the full overview on how to use the transactions feature.
May 12, 2026
Overviews
Overviews
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