Frequently Asked Questions

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.

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 GenesisBudget connect to my bank?

No. GenesisBudget does not connect to bank accounts. You enter all data manually, which means your banking credentials are never stored or shared.

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.