Getting Started with Peak Budget

Welcome to Peak Budget! This guide provides a quick overview of key topics to help you manage your finances effectively. For seasoned budgeters, these are the topics that are likely to feel different than what you're used to. Click on any section to learn more.

• Goals - Set savings and spending goals for each category to stay on track with your financial plan.
• Approving Transactions - Learn how to approve transactions to lock them in and maintain an accurate budget.
• Getting a Month Ahead - Budget with last month's income to reduce financial stress and improve stability.
• Account Types - Understand different account types and how to manage them in Peak Budget.
• Credit Cards - Manage credit card spending and eliminate debt within your budget.
• Financial Planning - Use forecasting tools to plan for long-term financial success.
• Mobile Budgeting - Manage your budget on the go with our mobile companion.

Need more help? Check out our detailed guides for each topic!