Limitless Budget
← Back to Documentation

User Guide

Learn how to use Limitless Budget to manage your finances.

Getting Started

Initial Setup

After creating your account, you'll be guided through the setup wizard:

  1. Create your first budget
  2. Set your currency
  3. Choose your date format
  4. Configure initial settings

Accounts

Accounts represent your financial accounts (checking, savings, credit cards, etc.).

Creating Accounts

  1. Navigate to the Accounts page
  2. Click "+ Add Account"
  3. Enter account details (name, type, starting balance)
  4. Choose whether it's on-budget or tracking
  5. Save the account

Account Types

  • Checking - Regular checking accounts
  • Savings - Savings accounts
  • Credit Card - Credit card accounts
  • Cash - Physical cash
  • Tracking - Off-budget accounts (investments, assets)

Categories and Category Groups

Categories are where you assign your budgeted money. Category groups help organize related categories.

Creating Categories

  1. Go to your budget dashboard
  2. Click "+ Add Category" or create a category group first
  3. Enter category name and optional notes
  4. Set a monthly budget amount (optional)
  5. Assign to a category group

Quick Budget Strategies

Use quick budget strategies to quickly allocate money:

  • Assign To Zero - Distribute all available funds
  • Average of Last 3 Months - Use historical spending
  • Set to Goal - Fund to a specific target
  • Even Split - Divide equally among categories

Transactions

Adding Transactions

  1. Navigate to Transactions or the Dashboard
  2. Click "+ Add Transaction"
  3. Fill in transaction details:
    • Date
    • Account
    • Payee
    • Category
    • Amount (inflow or outflow)
    • Notes (optional)
  4. Save the transaction

Importing Transactions

You can import transactions from CSV files:

  1. Click "Import" on the transactions page
  2. Upload your CSV file
  3. Map columns to transaction fields
  4. Select date format and delimiter
  5. Preview and edit transactions if needed
  6. Select which transactions to import
  7. Complete the import

Dashboard

The dashboard is fully customizable. You can:

  • Drag and drop widgets to rearrange
  • Resize widgets by dragging corners
  • Add or remove widgets
  • Customize the layout to match your workflow

Click the edit button to enter edit mode and customize your dashboard.

Reports

View comprehensive reports about your spending:

  • Spending by category
  • Income vs expenses
  • Trends over time
  • Budget progress

Settings

Access settings to configure:

  • User profile and preferences
  • Budget settings
  • Themes and appearance
  • Sidebar visibility
  • Transaction view preferences

Budget Sharing

Share your budget with family members or partners:

  1. Go to Budget Settings
  2. Invite users by email
  3. Set permission levels (view-only, editor, admin)
  4. Collaborate on financial goals together