
Adding a Bucket
Add a bucket anytime you want to track a specific category of spending. There is no "correct" number of buckets for everyone. The best breakdown of buckets is the one that keeps you on plan for your own spending. If you are having trouble keeping on plan for a certain bucket, you may need to break it out into more buckets for greater detail.
To add a new bucket:
- Select File > New Bucket
- Type a bucket name
- Optionally, type a descriptive memo
- Choose the bucket type as "Income" or "Expense"
- If this bucket is used to track taxable income or expense, check Tax-related
- Click New to create the new bucket