Out Budget

Guide

How Out Budget works

Start with the mental model, then walk through each feature. Most chapters are short — five minutes apiece.

  1. 01

    Getting started

    The OutBudget approach, the journey from zero to a working plan, and what to do first.

  2. 02

    Thinking in forecasts

    The mental model behind OutBudget — forecast-first vs. reactive budgeting, and why the difference matters.

  3. 03

    Accounts and multi-currency

    Setting up accounts, choosing a base currency, handling FX rates, and recording transfers between accounts.

  4. 04

    Creating your first forecast

    Building your forward-looking plan with assumptions — the five types, how the simulator runs them, and how to handle exceptions.

  5. 05

    Logging transactions

    Daily and batch entry, multi-currency transactions, editing and reconciling — keeping your actuals accurate.

  6. 06

    Reading your budget

    The budget view, key indicators, variance signals, and how to make in-month decisions based on what you see.

  7. 07

    Analytics: forecast, actuals, variance

    The payoff — using all your data together to understand trends, spot drift, and decide what to do next.