Budget Planner Guide

Welcome to the MonKey Budget Planner Guide. This Budget Tracking Guide explains how to plan spending, track expenses, and manage money in MonKey.

Introduction

MonKey is a web-based budget planner and personal finance app. Use it to plan income and spending, follow expense tracking day to day, and keep lifestyle costs clear while staying organized across accounts.

Getting Started

  1. Sign in to your MonKey account.
  2. Open Budget to use the online budget planner: set categories, limits, and income or spending items.
  3. Check the Dashboard for balances, spending structure, and budget progress.
  4. Use Workspaces when you want separate tabs for different budget projects.

Key Features

The application includes the following key features:

  • Budget planner app: Plan categories, limits, and goals in one place
  • Expense tracking: See where money goes with a clear spending tracker
  • Banking Integration: Connect spending accounts via open banking providers
  • Expense Structure: Category breakdown for lifestyle and everyday costs
  • AI-Powered Analytics: Transaction categorization and spending summaries
  • Real-time Sync: Live data synchronization with connected accounts
  • Money management dashboard: Balances, cash flow, and budget progress
  • Personal finance workspaces: Tab-based projects for separate budget plans

User Manual Sections