How do I create a budget?
The WizeFi app has a default list of categories and subcategories that will be included when you set up your budget.
If you use WizeFi's auto-budget feature, your budget will be created based on the transactions that are synced from your accounts.
You can also use the manual budget feature which allows you to have a complete list of customizable budget categories and subcategories.
You can adjust each category to fit your personal budget or just use the default categories as is. You can also add subcategories to help tailor the budget to your personal needs.
For example, under Healthcare, you can add the sub-categories ‘Medical Insurance’, ‘Dental Insurance’, and ‘Doctor visits’ to better categorize each expenditure.
Once you have completed each category, click 'Save & Exit'.