Vylo

Can I make a budget from scratch?

Choose your own monthly spending amounts without using past spending.

Choose Start from scratch when you already know your planned amounts, or when past spending isn’t a useful guide to the next month.

Include regular bills and everyday spending. Check the total against the income you expect before applying the budget.

If a category is missing, add it in Categories and return to budget setup. You can edit the plan later as your needs change.

On the web

  1. Open budget setup

    Choose Spend in the navigation, then Add Budget. Once a budget exists, this section is called Budgets.

    Vylo on the web: Open budget setup. The relevant control is outlined.
    Open budget setupTap to enlarge
  2. Start with your own amounts

    Choose Start from scratch.

    Vylo on the web: Start with your own amounts. The relevant control is outlined.
    Start with your own amountsTap to enlarge
  3. Set category amounts

    Enter the monthly amount beside each category. Leave categories at zero if you don’t want to budget for them.

    Vylo on the web: Set category amounts. The relevant control is outlined.
    Set category amountsTap to enlarge
  4. Apply the budget

    Check the total, then click Apply budget.

    Vylo on the web: Apply the budget. The relevant control is outlined.
    Apply the budgetTap to enlarge

On iPhone

  1. Add a budget

    Tap Spend in the bottom navigation, then Add Budget.

    Vylo for iPhone: Add a budget. The relevant control is outlined.
    Add a budgetTap to enlarge
  2. Start from scratch

    Choose Start from scratch.

    Vylo for iPhone: Start from scratch. The relevant control is outlined.
    Start from scratchTap to enlarge
  3. Enter your amounts

    Enter a monthly amount for each category. Scroll for all groups.

    Vylo for iPhone: Enter your amounts. The relevant control is outlined.
    Enter your amountsTap to enlarge
  4. Apply the budget

    Check the total, then tap Apply budget.

    Vylo for iPhone: Apply the budget. The relevant control is outlined.
    Apply the budgetTap to enlarge