Welcome to the Put Them To Work
We’re pleased to have you here. This documentation is designed to provide you with comprehensive guidance on using our application to its fullest potential. Whether you're just getting started or looking to explore advanced features, you’ll find the necessary resources to help you achieve financial freedom and effectively manage your budget.
We value your feedback and are here to support you every step of the way. If you have any questions or need further assistance, please don't hesitate to reach out. Thank you for choosing Put Them To Work.
Core Concepts
As you embark on your journey toward financial freedom, it’s essential to understand some core concepts for using the app effectively. The app revolves around two primary concepts:
1. Setting a Monthly Budget
Your Monthly Budget is composed of several spending categories generated by the app during your initial registration. You can easily edit these categories to align with your spending habits, allowing you to add, remove, rename, or rearrange them as needed. At the beginning of each month (or a few days prior), you should allocate your income across the different spending categories. Essentially, you are creating a blueprint for how your money should be spent. Don’t worry if you don’t get it perfect right away—this allocation is flexible, and you can transfer funds between categories at any time during the month.
2. Documenting Transactions
With a spending plan in place, it's crucial to document every transaction you make. This allows you to keep a record of each transaction, including details such as the date, payee, budget category, account used, and more. Additionally, this helps the app provide you with up-to-date information on the remaining balance for each spending category.
How to use this Guide
If you are a first-time user of our application, we highly recommend that you complete all the tutorials listed below. These tutorials are designed to provide you with essential guidance and help you make the most of our app's features.
New User Screen
The New User Screen is the initial interface you will encounter following your registration for our application. To help you familiarize yourself with the essential steps required to effectively navigate and utilize the app, we invite you to watch the video tutorial provided below. This tutorial will guide you through the setup process and ensure you are well-prepared to make the most of your experience.
Managing Budget Groups and Categories
The following video tutorial presents the fundamental concepts related to the creation, editing, deletion, and reordering of Budget Groups and Budget Categories. Throughout this tutorial, viewers will gain a comprehensive understanding of how to effectively manage these essential components of budget management. The tutorial will guide you step by step through each process, ensuring that you have the necessary skills to organize your budgeting framework efficiently.
Managing Accounts
The following video tutorial presents the fundamental concepts related to the creation, editing, deletion, and reordering of Accounts. Throughout this tutorial, viewers will gain a comprehensive understanding of how to effectively manage these essential components of budget management. The tutorial will guide you step by step through each process, ensuring that you have the necessary skills to organize your budgeting framework efficiently.