Getting started

Set up your first budget

Tell Vault one monthly number and it builds your daily safe-to-spend for you.

Updated 2026-06-14

A budget in Vault is refreshingly simple. You pick a monthly amount, and Vault spreads it across the days for you so you always know what is safe to spend right now.

  1. 1

    Open Budgets

    Tap the Budgets tab, then tap the plus button to create one.

  2. 2

    Choose what it covers

    Make an overall monthly budget, or a budget for a single category like Groceries or Dining.

  3. 3

    Set the amount

    Enter the monthly limit you are comfortable with. You can change it any time, so a rough number is fine to start.

  4. 4

    Save

    Vault immediately folds your budget into your safe-to-spend number on the Home screen.

A gentle heads-up, never a scolding

As you near about 80 percent of a budget, Vault gives you a quiet nudge so a limit never sneaks up on you. You can turn budget alerts on or off in Settings, along with the weekly digest and goal, paycheck, and coach reminders.

Not sure what to budget?

Track for a week first, then ask the AI coach "where did my money go?" The answer makes a realistic starting budget easy to pick.

Still need a hand?

Email support@obsidianridgelabs.com, a real person will reply.

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