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Step-by-step guides for setting up and using SpendSquirrel.
Getting started
- Setting up your first spending plan
A step-by-step walkthrough of creating your first monthly spending plan in SpendSquirrel.
- Adding income sources
How to add your income to SpendSquirrel, including salaries, benefits, and irregular or self-employed income.
- Adding bills and fixed costs
How to record your regular bills and fixed outgoings so you can see exactly how much is left to spend each month.
- Creating spending categories
How to divide the money left after bills into spending categories that fit your life.
- Logging transactions during the month
How to record your spending as the month goes on so your remaining balances always stay up to date.
- Understanding your monthly summary
How to read your end-of-month summary in SpendSquirrel and use it to plan a calmer next month.
- Exporting your spending plan
How to export or print your spending plan to share with a sponsor or partner, or to keep your own records.