Using Budget Leashed

Frequently asked questions.

Answers about your budget, household members, imports, privacy, and subscription.

Getting started

Set up your budget and choose a routine that works for you.

What is Budget Leashed?

Budget Leashed is a web-based budgeting app for your household. Set schedules for income and bills, and choose which scheduled transactions to register automatically. You can also record transactions manually or import a CSV, then compare recorded spending with your plan.

Use reminders, reports, and loan and savings calculators without connecting your bank. Your schedules carry forward; you do not need to rebuild the budget every month.

How can Budget Leashed help with budget upkeep?

Give income and expenses their own schedules, choose the categories you need, and turn on automatic entries where useful. CSV imports can reduce typing, and reports help you compare what you recorded with what you planned.

The app works with the schedules and entries you provide. Review them against your bank records and update amounts when your plans change.

How do I get started?

Sign up and follow the emailed confirmation link to start your full 14-day free trial. If the link opens a confirmation page, select Confirm email and start trial. No payment details or plan selection are required.

If the email has not arrived, check Spam or Junk and use Resend when the countdown ends. Confirm within the window shown on the signup confirmation page; resending does not extend it. If it expires, start signup again.

The optional setup guide helps you add income and recurring expenses. You can also choose I’ll set it up myself. Enable automatic registration for recurring items, record transactions manually, or import a CSV, then compare spending with your plan. Subscribe through My Account to continue after your trial.

Can I use Budget Leashed on my phone or computer?

Use Budget Leashed in your browser on a computer, tablet, or smartphone. No installation is required. Sign in to the same account to use your budget across devices.

Your budget and household

Schedules, recorded entries, member labels, and reminders.

How does expense management work?

Choose from 20+ built-in categories or create your own. Set amounts and schedules for recurring bills, add reminders, and enable automatic entries where useful. Use occasional entries for costs without a recurring schedule.

Record expenses in the Expenses Registry or import them from a CSV. In Checklist, compare registered totals with amounts planned from the scheduled dates in the selected month. Checklist status counts entries; it does not confirm that a bill was paid in full.

Can I create custom expense categories?

Yes. Create your own categories for costs that need a separate place in your budget. Set recurring schedules or use occasional entries, just as you would with a built-in category.

How does income management work?

Add salary, freelance work, rental income, or other income sources. Set recurring dates and amounts, or choose occasional income when there is no regular schedule. You can record income yourself or enable automatic entries for recurring sources.

Use the Income Registry to track what you record as received. In Income Sources, Allocation shows estimated monthly income by source or member, using unpaused recurring sources and excluding transfers. These estimates come from your schedules, not a bank connection.

Which schedules can I use?

Income and expenses support weekly, every two weeks, twice a month, monthly, and yearly schedules. You can also use occasional entries when there is no regular schedule.

For example, plan a paycheck every two weeks, rent on the first of each month, and an annual membership. Monthly estimates help you review recurring amounts together; Registry Checklist uses the scheduled dates in the selected calendar month.

How does automatic registration work?

Turn on Automatically register on occurrence date for a recurring income source or expense category. Budget Leashed records entries using the amounts you set on its scheduled dates, even when you are not signed in. Scheduling an item alone does not turn on automatic registration.

Automatic entries do not pay bills, charge cards, move money, or confirm that a payment or deposit happened. Review and correct entries when actual amounts differ or plans change.

Pausing a schedule stops its automatic entries and reminders. When importing, check for transactions already recorded automatically.

Can I track income and spending for more than one person?

Yes. Add member labels for your household, such as Mia and Alex. Set defaults on income sources and expense categories, or assign individual entries. An entry’s own assignment takes priority over its category or source default.

Shared keeps household entries in one group; it does not divide amounts between members. Unassigned collects entries without an individual or default member. Compare monthly income, expenses, and net amounts in the Members report.

Members are labels within your account. They do not have separate logins or access to your budget.

How do reminders work?

Set reminders for scheduled income and expenses, on the planned date or a chosen number of days before it. Receive reminders in the app and by email. Pausing a schedule stops its scheduled reminders.

Control reminder emails to your sign-in address in My Account. You can also set an additional notification email address and manage it separately. Turning off reminders to your sign-in email does not turn off the additional address.

When do spending alerts appear?

Set a monthly spending threshold for an expense category and choose whether to alert at or above it, or only above it. The threshold is separate from the planned amount.

Alerts use the expenses recorded in your budget. Import results can also show thresholds reached by expenses imported for the current month. They do not monitor your bank account or stop a payment.

Imports and reports

Bring in transactions, review them, and export your records.

Does Budget Leashed connect to my bank accounts?

No. Import transactions from a CSV exported by your bank or card provider, or enter them yourself. Budget Leashed never asks for your bank login details.

Review entries against your bank records to keep your budget up to date. Reports reflect the transactions you record or import.

How do I import my bank’s CSV file?

Upload a CSV from your bank or card provider. Check the detected dates and amounts, choose or correct category and income-source matches, and remove rows you do not want. If a date, amount, or detected name is wrong, correct the CSV and restart the upload.

Possible duplicates are flagged by date and amount against existing entries, including automatic entries. Warnings do not automatically exclude rows: remove or hide the rows you do not want before confirming. Duplicate rows inside the same new file are not checked against one another.

Resolve errors, review income and expense totals, then select Import and confirm the transactions. You can optionally assign imported expenses to a card. Choices you make or correct can be saved as learned mappings for future uploads.

Recent import summaries retain the last 10 completed imports per card, plus 10 without a card. The uploaded CSV itself is not saved.

Does CSV import remember my category and income-source choices?

Yes. When you confirm an import, Budget Leashed learns mappings from matches you choose or correct. These link transaction names and descriptions to expense categories or income sources in your account, so matching descriptions on later uploads can reuse those choices.

For example, assigning an unfamiliar supermarket description to Groceries can save you choosing that category again on a later upload. Review suggestions before confirming; changing one row does not update other rows in the current review list.

Use Clean mappings on the import page to remove all learned mappings for your account. This resets future suggestions based on those mappings without changing your current review list or saved transactions.

Can I export my data?

Yes. Download CSVs from the Income and Expense registries and the Transactions, Monthly Status, Cards Usage, Expenses Trend, and Members reports.

Each export contains the rows and columns provided by that registry or report. It is not a complete account backup.

Free trial and billing

One set of features, two billing options, and a trial without payment details.

Is Budget Leashed free to use?

Try every feature free for 14 days, starting when you confirm your email. No payment details are required. A subscription is required to continue using the product after the trial.

Choose $5/month, billed monthly, or $30/year, billed yearly. Both plans include every feature. Yearly billing is equivalent to $2.50/month and saves 50%—$30 compared with 12 monthly payments of $5.

Your subscription supports Budget Leashed. Your budget stays free of ads, and we never sell or rent your personal or financial data.

Do I need payment details for the free trial?

No. Sign up and confirm your email to start 14 days with every feature, without choosing a plan or entering payment details. Your trial does not automatically become a paid subscription.

When you are ready, open My Account > Subscription, choose a monthly or yearly plan, and continue to Stripe to confirm your subscription and payment details. Selecting a plan alone does not subscribe you.

If you do not subscribe, your trial ends without a charge. Product access ends, but we keep your account and budget for at least 7 more days before they become eligible for deletion.

When will I be billed, and how do I cancel?

Subscribe during your trial and the remaining time stays free. Your subscription starts when you confirm checkout, but billing begins at your original trial deadline. Subscribing does not restart or extend the trial. If your trial has ended, billing starts at checkout.

After checkout is verified, My Account and the dashboard show your subscription status, billing date, and any remaining free time. Subscribed does not mean you have already been charged. Stripe shows the final amount, including applicable discounts or taxes.

Subscriptions renew automatically each month or year until canceled. Open My Account > Manage subscription to cancel renewal in Stripe. Cancel before the first billing date during your remaining free time and your subscription ends at the original trial deadline without a subscription charge.

Once billing has begun, cancellation takes effect at the end of the current billing period, including a period discounted to zero. You keep access until that date; cancellation does not add another month or year.

Existing subscriptions and trials previously activated through Stripe retain their agreed billing dates and cancellation terms.

What happens when my free trial ends?

You get every feature for the full 14-day trial. After that, a subscription is required to use the product.

For new trial accounts that have never subscribed, we keep your account and budget for at least another 7 days so you can sign in and subscribe through My Account. This retention period does not extend product access. If you do not subscribe, the account and budget become eligible for permanent deletion no earlier than 7 days after your trial ends.

Reminder emails are scheduled during the final three days, again during the last 24 hours, and after trial expiry. Delivery timing can vary. These notices include your possible deletion date, with at least 7 days allowed after a deletion notice is sent. Check that date in the email or My Account and subscribe before it to retain your budget.

Essential trial and deletion notices are sent even if you turn off budget reminders. Deletion may happen later; it does not restore or extend the trial. This trial cleanup does not apply to accounts that have previously subscribed.

Privacy and control

Your budget is personal. It should stay that way.

How does Budget Leashed protect my financial data?

Your budget stays free of ads. We never sell or rent your personal or financial data, and we never ask for bank login details.

HTTPS protects data in transit, and passwords are hashed. You can delete your account from Account Settings. Read our Privacy Policy for how we handle data, use service providers, and retain records after deletion.

Try it with your own budget.

Set your schedules, bring in your transactions, and review your plan.

Try free for 14 days

Your 14-day free trial starts when you confirm your email. All features included. No payment details required. Subscribe to continue after your trial. Trial and retention terms.

Still have a question? Contact us.