Skip to content

Build your first budget

Your first budget should be boring. Three kinds of numbers — what comes in, what must go out, what you keep — and you are ready to live in a month. Here is the order to do it in.

Start in a draft month

Create the month as a draft. Nothing is live yet — a draft is a plan you can reshuffle without touching reality. That is the point of the draft state: your first budget gets its typos in a safe place.

Add the three groups

First your income — the amount that reliably arrives. Then your fixed bills: rent, utilities, subscriptions, the installments you cannot ignore. Finally one savings job, even a small one. A budget with no savings article is just an expense report.

Open the month

When the draft feels right, open the month. From now on it is a live ledger: real spending lands in the envelopes you planned, and anything you entered by hand stays editable while the month is open.

Close it on the last day

At month's end, close the month. The close computes what each envelope had left and carries it forward — your first budget becomes the starting point of the second.

A first budget, in numbers

One adult, a 7,500.00 salary, and three groups of jobs — everything below is one draft month, before it opens:

Income 7,500.00
Rent 2,800.00
Utilities 450.00
Bills & phone 200.00
Food 1,800.00
Transport 400.00
Savings (a job) 900.00
Free money 950.00
Jobs assigned 7,500.00 → closes at zero

Ready when you are

The twenty-minute setup: income, fixed bills, one savings job — done.