Made with Supademo
Create step-by-step product demos and tutorials for your company for free. No credit card required.
Budget Vision Demo
Dmitriy Malakhov
Updated: Jun 06, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Budget, powered by Supademo.
Steps
1
Begin by setting your initial account balance.
2
Next, proceed by creating a correction entry.
3
We'll put the actual balance I have at the moment.
4
Now we're ready to start
5
Now, let's add transactions for regular expenses like salary and rent.
6
Let's fill the fields
7
Video step
8
Confirm all entries and save those details.
9
Quick repetition: add another transaction similarly.
10
Fill all the fields once again
11
Now we have some basic things
12
Add one last transaction to finalize this batch.
13
Fill all the fields
14
Video step
15
Video step
16
It's time to introduce a new category; let's add it here.
17
Video step
18
Video step
19
After adding the category, go ahead and save your changes.
20
Following that, select 'Week' to filter transactions by weekly view.
21
Change the period filter by clicking on 'Month'.
22
Let's finalize and save the settings by clicking 'Save & Close'.
23
Looks like we're good with balances.... But wait a second
24
Now, click here to toggle additional settings.
25
Now we see that one of accounts is below 0
26
We'll be out of cash soon!
27
Observe your budget's health; notice how some entries display a deficit.
28
Next, let's simulate withdrawing cash from an ATM.
29
Moving on, please select 'Transfer' to redistribute funds.
30
Now, choose your 'from' account for the transfer.
31
Fill in amount
32
Afterwards, select the 'to' account for the completion of this transfer.
33
add some notes
34
Now the amount of cash we'll receive
35
Video step
36
Finish your transfer setup by clicking 'Save & Close'.
37
Now we're good to go
38
But looks like it was not enough and for the coming week we'll need more cash
39
Let's switch some groceries to cash maybe
40
As we underestimated expenses, adjust by paying for groceries with a card instead.
41
Conclude the transactions by clicking on 'Save & Close'.
42
Video step
43
Let's look ahead with a hypothetical: planning for a new iPhone purchase.
44
Video step
45
Unfortunately, it's not feasible now, but when could it be?
46
Looks like we have no chance to buy it now
47
Despite improvements, buying a new iPhone with cash isn't an option; let's switch strategies.
48
But if we move it to another date, this purchase looks much better
49
But not with cash for sure, let's change to card
50
Final step: confirm all adjustments by clicking 'Save & Close'.
51
Following that, click on "Save & Close".