Documentation Index
Fetch the complete documentation index at: https://docs.kualia.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
This guide walks you through setting up a complete budget in Kualia, from creating categories to assigning every dollar.Planning Your Categories
Before diving in, think about how you spend money. Common category groups include:- Fixed Expenses - rent/mortgage, insurance, loan payments
- Variable Expenses - groceries, gas, dining out
- Savings & Goals - emergency fund, vacation, large purchases
- Subscriptions - streaming, gym, software
- Personal - clothing, hobbies, gifts
Setting Up Targets
Once your categories exist, add targets so Kualia can guide your assignments each month. A target tells Kualia how much money a category needs and when, so you know exactly how much to assign. Kualia supports four target types:- Recurring — a fixed amount needed every period. Best for rent, utilities, subscriptions, and groceries.
- Recurring with Rollover — same as recurring, but unused funds carry over to the next period. Best for dining out, entertainment, or clothing where surplus should accumulate.
- Maintain Balance — build up to and hold a specific balance. Best for emergency funds, sinking funds, and savings goals.
- One-Time — a single funding goal with no recurrence. Best for a one-off purchase or savings goal.