Documentation

Budgets, budgeting, and how BudgetBuddy works

Plain-English guides for Australian households — plus how-to notes for the app. Budget Buddy chat uses this knowledge base when answering “how do I…?” questions. For official tax and consumer guidance, use MoneySmart and the ATO.

• What is a household budget?

  A plain-English guide to cashflow budgets for Australian households.

• Getting started with BudgetBuddy

  Create your first budget and complete setup in minutes.

• Income and expenses

  How to add, edit, and assign pay and bills.

• Surplus and forecast

  How Overview projects your cash over time.

• Bank import, Up, and statements

  Link Up Bank, import statements, and use the activity log.

• Loans, tax, and what-if tools

  Track loans, estimate tax/HECS, and stress-test decisions.

• Using Budget Buddy chat

  Voice, proposals, Confirm, and what the assistant can do.

• Household people and sharing

  People on lines, invites, and multi-member Up.