Getting Started

• Setting up your spreadsheet

  Published on: February 2, 2023

  Learn how to set up and configure your spreadsheet and prepare for your first budget

Spreadsheet

• Account Reports Tab

  Published on: February 2, 2023

  An overview of the Account Reports tab

• Balances Tab

  Published on: February 2, 2023

  An overview of the Balances tab

• Category Reports Tab

  Published on: February 2, 2023

  An overview of the Category Reports tab

• Category Transfers Tab

  Published on: February 2, 2023

  An overview of the Category Transfers tab

• Configuration Tab

  Published on: February 2, 2023

  An overview of the Configuration tab

• Dashboard Tab

  Published on: February 2, 2023

  An overview of the Dashboard tab

• Spending Reports Tab

  Published on: February 2, 2023

  An overview of the Spending Reports tab

• Transactions Tab

  Published on: February 2, 2023

  An overview of the Transactions tab

• Trend Reports Tab

  Published on: February 2, 2023

  An overview of the Trend Reports tab

Other

• Income vs. Expense Reports

  Published on: June 7, 2026

  Learn how to use the Income vs. Expense report to compare what you earned against what you spent and track your monthly surplus or shortfall.

• Spending Reports

  Published on: June 7, 2026

  Learn how to use the Spending Report to see where your money goes — broken down by category, group, or individual transaction.

• Trend Reports

  Published on: June 7, 2026

  Learn how to use the Trend Report to track how your spending in any category changes over time and catch creeping expenses early.

• Auto-Categorization

  Published on: June 5, 2026

  Learn how Auto-Categorization assigns categories to your transactions based on your own history — no AI required.

• CSV Import

  Published on: June 5, 2026

  Learn how to import bank transactions into your Aspire Budget using CSV files.

• Managing your subscription

  Published on: June 5, 2026

  Learn how to manage your Aspire Turbo subscription, update payment details, or cancel.

• Pending transactions

  Published on: February 2, 2023

  Learn more about how pending transactions behave and are displayed in Aspire Budgeting.