Everything you need to set up your budget.
Short guides, in the order most people need them.
- 01
Getting started
Set up your account, add your accounts and build your first envelope budget, where every dollar gets a job before you spend it.
- 02
Managing accounts
Account types, on-budget and tracking accounts, bank linking, balances, CSV import and export, and reconciling with your bank.
- 03
Transactions
Add, categorize, search and edit transactions, understand statuses, set up transfers and recurring bills, and import or export CSV files.
- 04
Budgeting
How envelope budgeting works: categories, assigning money, rollovers, overspending, credit cards and seeing upcoming bills ahead of time.
- 05
Debt payoff
Compare four ways to pay off your debts, set up the monthly payments and track your progress toward being debt-free.
- 06
Coach & AI assistants
Use Meridian with no AI, connect Claude, ChatGPT or another assistant you already use, or add the optional in-app Coach. Nothing is switched on unless you choose it.
- 07
Settings & notifications
Install the app, set up push notifications, change display options, turn on Show upcoming bills, and manage your account, API keys and subscription.
Can’t find what you need? Email [email protected].