Getting Started
Complete onboarding first: set your currency, opening balance, and categories. Then add transactions, credit/creance entries, and targets to unlock full insights.
Find quick answers, setup guidance, and support channels to get the most out of Smart Budget.
Last updated: April 1, 2026
Complete onboarding first: set your currency, opening balance, and categories. Then add transactions, credit/creance entries, and targets to unlock full insights.
Use Dashboard for global performance, Transactions for daily tracking, Categories for structure, Targets for savings planning, and Credit for debt/receivable follow-up.
If data seems outdated, refresh the page and verify filters (date range, category, type). Most display issues come from active filters or incomplete onboarding data.
For account or billing help, contact support at support@smartbudget.app with your issue details and screenshots when possible.