See your spending and get insights to help.
| | Scared of the big bad budget monster? Not anymore. | | | |
| | Hi Janet, Ready to get serious about budgeting? We're here to make it as easy as possible. Let's break it down into four basic steps: | |
| | | | | 1. | Determine your financial goals. | | 2. | Calculate your income. | | 3. | Review your expenses. | | 4. | Choose a budgeting method (like the 50/30/20 rule) to decide where your money should go. | | | | |
| | The process is simple, but getting started can be tough. That's why we have a library of articles that can help you make a budget, understand different strategies, decide where to cut back, and more. Plus, SoFi has free financial tools to help you track your spending and build your personalized budget. Link your accounts to see and categorize your transactions in one place, so you can view monthly trends and set budgets that work for you. | |
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