QUICKSTART

1. Add TEXTBOOKS as a contact: Contact Card
2. Set your timezone on the account page.

TEXTBOOKS uses 4 tools to help you with your spending:

• Trackers
• Budgets
• Goals
• Recurring Expenses/Income

To get started, you have 2 options:

Tracker?

Start with a Tracker if you’re not sure how much your spending on groceries or subscriptions. You can convert this to a Budget later, once you’ve got a tracked for a while.

Budget?

Start with a Budget if you have a good idea of how much your spending on groceries or subscriptions. Budgets interact with the rest of the system and help you manage spending more broadly.

You can use a mix of Trackers and Budgets. If you know how much you’re spending on Groceries, create a Budget. If you’re not sure how much you’re spending on Amazon, create an Amazon Tracker and start tracking.

Create a Tracker

You have 2 options to Trackers:

1. Texting “new tracker” to Textbooks and follow the prompts.
2. Visit the Trackers page and click the “New” button.

Create a Budget

You have 2 options:

1. Texting “new budget” to Textbooks and follow the prompts.
2. Visit the Budgets page and click the “New” button or “Create your first Budget” button if you haven’t created one already.

Log your first transaction

Once you have a Tracker or a Budget, you can log your first transaction by texting the system: <amount> <name> like so: $23.48 Groceries. Now repeat this for all your Groceries transactions.