Help without the scavenger hunt.
Quick answers for trial users, returning users, privacy questions, subscriptions, and the everyday money workflows inside GenesisBudget.
How do I create an account?
Click "Register" in the top navigation bar. Enter your email, create a password, and you're ready to go.
Is there a free trial?
Yes! Every new account gets a free 30-day trial with full access to all features - no credit card required. After the trial, choose a monthly or annual plan to continue.
Can I try before signing up?
Absolutely. Click "Try Demo" on the homepage to explore the platform with sample data - no account required.
Why doesn't Genesis Budget link to my bank?
Because bank imports tell you where your money went. Entering each transaction yourself teaches you why it went there — and how to make better choices next time.
Automatic import is a rear-view mirror. By the time a transaction appears in the app, the decision is already made and the money is already spent. Sorting it into a category afterward feels like managing your money, but all you've really done is file a receipt. You end the month with a tidy chart of a month you can't do anything about.
A budget tells your money where to go, not just where it went. Those are opposite skills, and only one of them changes the outcome.
Isn't entering everything by hand a lot of work?
It's a few minutes a week, and those few minutes are the product. When you type in a purchase, you handle it a second time. You notice the subscription you forgot about. You feel the fourth takeout order in a week in a way that a pie chart on the 31st never makes you feel.
That friction isn't a limitation we haven't gotten around to removing. It's the part that works. And we keep the busywork down where it doesn't cost you anything: recurring transactions post themselves, and you can copy last month's budget forward in one click, so you're only ever entering what actually changed.
What if I forget to log something?
Then you'll notice, and that's useful information. But the plan matters more than the log. You decide where every dollar is going at the start of the month, before it moves. Tracking is how you check yourself against that plan, not how you discover what happened to you.
Are you going to add bank syncing later?
It isn't on the roadmap. This isn't a feature we're behind on, it's a decision we made on purpose. If you want an app that watches your accounts and reports back, there are good ones and we'd genuinely rather you used one of those than paid us for something you won't use. Genesis Budget is built for people who want to be the one making the call.
So what do I get out of doing it this way?
Ownership. Your finances are the sum of your own choices, and a tool that quietly sorts your spending into buckets lets you stay a spectator to them. Doing it yourself is slower for the first month and then it isn't, because by then you already know what's coming before it hits. That's the whole point: not a nicer record of your money, but a different relationship with it. As a side effect, we never ask for your banking credentials, so there's nothing of yours to leak.
How do I create a budget?
Go to "Budgets" in the navigation, then click "Create New Budget". Our step-by-step wizard walks you through adding income, bills, debts, and goals.
Can I share budgets with my partner?
Yes! You can share any budget through the Family Financial Hub. Set permissions (full access, limited, or view-only) for each person you share with.
Can I export my budget data?
Yes. When viewing a budget, click the "Export CSV" button in the toolbar to download all your budget data as a CSV file.
How do I copy a budget to start a new month?
On the My Budgets page, click the "Copy" button on any budget card. This duplicates all income, bills, debts, and goals into a new budget.
What is the debt snowball method?
The debt snowball pays off debts from smallest to largest balance. As each debt is eliminated, that payment rolls into the next - building momentum like a snowball.
What about the avalanche method?
The avalanche method targets the highest interest rate debt first. This saves the most money on interest over time. You can compare both methods side-by-side in our Debt Snowball Calculator.
Where do I find the debt calculator?
Open any budget and click "Debt Snowball Calculator" in the toolbar. You can also access it from each budget card on the My Budgets page.
How do I set a financial goal?
Go to "Goals" in the navigation bar and click "Create Goal". Set a target amount, due date, and optionally link it to a budget for automatic monthly contribution tracking.
How does savings tracking work?
The Savings page lets you track your savings accounts and progress. Add deposits and withdrawals to see your balance grow over time with visual charts.
How do I track my spending?
Go to "Spending" in the navigation. You can log transactions, categorize them, and view charts showing where your money goes each month.
What can I track with Investments?
The Investments page lets you create portfolios and track stocks, ETFs, crypto, and other assets. View performance, dividends, and overall portfolio value.
How do I reset my password?
Go to Settings and update your password in the Security section. You'll need to enter your current password to make the change.
How do I switch to dark mode?
Go to Settings and select your preferred theme - Light, Dark, or System (follows your device preference).
Can I change my email address?
Submit a support ticket via the Support page and we'll help you update your email address.
How do I delete my account?
You can delete your account from your Settings page. Account deletion is permanent and removes all your data.
Is my financial data secure?
Yes. We use encryption and industry-standard security practices. We never sell your personal information to third parties.
Does Genesis Budget connect to my bank?
No, and that's deliberate. You enter your own numbers, so there are no banking credentials for us to store, share, or lose. The bigger reason is about how you learn to handle money rather than security — see Why there's no bank connection.
What does a subscription include?
Every plan includes full access to all features - budgets, goals, debt tools, spending, savings, investments, family sharing, CSV export, and more. Visit the Pricing page for details.
Can I cancel my subscription?
Yes, cancel anytime from Settings. Your access stays active until the end of your billing period.
What happens after my trial or subscription expires?
Your data is never deleted. Subscribe anytime to pick up right where you left off.