Guides and answers for Beacon Budget.
Getting Started
- Beacon Budget Core Concepts and Key TermsHow Beacon Budget works, and the core concepts behind it: buckets, Free-to-Spend, funding schedules, expenses, goals, and vaults.
- Set up Beacon Budget (connect accounts, funding schedules, and expenses)Set up Beacon Budget step by step: connect your bank accounts, create a funding schedule, and add expenses, goals, and vaults.
Product Feature Guides
- Set up credit card integration in Beacon BudgetSync your credit card, auto-categorize spending, and set aside money in a credit card bucket so your statement is covered when it is due.
- How credit card payments work in BeaconHow Beacon handles paying your credit card, why you see the payment twice, and why your credit card bucket and Free-to-Spend take a day or two to settle.
Buckets
- How funding schedules and expenses work in Beacon BudgetHow Beacon Budget funds your expense buckets automatically from your funding schedule, and how the three contribution types decide each amount.
- Budget Checkup: how Beacon suggests buckets to add and adjustBudget Checkup reviews your recent spending and suggests buckets to add or re-price so your Beacon Budget matches how you actually spend.
Billing and User Information
- Cancel your Beacon Budget subscriptionHow to cancel your Beacon Budget subscription on iPhone, Android, or the web, and what happens after you cancel.
- Contact Beacon Budget supportHow to reach Beacon Budget support through the in-app chat or by email.
- Delete your Beacon Budget accountHow to delete your Beacon Budget account, what gets removed, and why you should cancel your subscription first.
- Export your transactions to CSV or JSONHow to export your transactions, choose a date range and format, and understand what's included in the file.
- Share a budget with a partner or family memberHow shared budgets work in Beacon, how to invite a partner or family member by email, and how everyone shares the same accounts and buckets.
- How the Beacon Budget referral program worksEarn $10 when a friend you refer pays for an annual Beacon Budget plan, plus when the reward becomes available and how to get paid.
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