Documentation
Everything you need to master Cake Budget. Learn the features, understand the concepts, and get the most out of your budgeting journey.
New to Cake Budget?
Start with our comprehensive first week guide - it walks you through every day of getting set up.
Guides
Step-by-step tutorials and in-depth explanations
How to Create Your First Slice
Learn how to create budget slices (virtual envelopes) to organize and track your spending
How to Connect Your Bank Account
Securely link your bank accounts to Cake Budget for automatic transaction syncing
Envelope Budgeting Explained
Deep dive into the philosophy and mechanics of envelope budgeting with digital slices
Choose Your Theme
Find your perfect visual vibe with Cake Budget's carefully crafted themes and dark mode support
How Funding Schedules Work with Slices
Deep dive into the mechanics of automated paycheck allocation in Cake Budget
How Rules Automation Works
Deep dive into Cake Budget's intelligent rules engine for transaction automation
How to Assign Transactions to Slices
Learn the different ways to categorize transactions into your budget slices for accurate spending tracking
How to Budget with Multiple Jobs
Manage variable income from multiple sources with separate funding schedules and smart automation
How to Create Automation Rules
Set up intelligent rules to automatically categorize and manage your transactions
How to Move Funds Between Slices
Learn how to manually reallocate money between budget slices and Safe-to-Spend
How to Setup a Funding Schedule
Automatically fund your budget slices when your paycheck arrives
How to Setup Auto-Contributions
Automatically save money on a fixed schedule with calendar-based recurring contributions to your slices
How to Setup Recurring Slices
Automate your monthly bills and recurring expenses with slices that advance and reset automatically
How to Split a Transaction
Learn how to split single transactions into multiple parts for accurate budget categorization
How to Use Bulk Transaction Actions
Save time by editing, categorizing, or deleting multiple transactions at once
Install Cake Budget as an App
Get faster access and offline support by installing Cake Budget on your phone or desktop
Managing Email Notifications
Control which emails you receive from Cake Budget and customize your notification preferences
On Track Status Calculation
How Cake Budget predicts whether you'll meet your slice funding goals on time
Recurring Slices Deep Dive
Technical explanation of how automatic target date advancement and balance resets work
Safe-to-Spend Calculation Deep Dive
Technical explanation of how Cake Budget calculates your truly available money
Transaction Lifecycle Explained
Deep dive into how transactions flow through Cake Budget from bank sync to categorization
Understanding Safe-to-Spend
Learn how Cake Budget calculates your truly available money after all budget commitments
Your First Week with Cake Budget
What to do after onboarding - building habits, reviewing automation, and mastering your new budget
Features
Deep dives into Cake Budget's powerful features
AI-Powered Financial Insights
Get personalized spending analysis and actionable recommendations powered by artificial intelligence
Automatic Transaction Syncing
Keep your budget up-to-date with automatic transaction syncing powered by Plaid webhooks
Secure Bank Integration
Automatically sync transactions from 10,000+ banks with read-only, encrypted connections
Family Budgeting & Shared Slices
Budget together with shared slices and collaborative financial planning for families
Reference
Quick lookups for pricing, security, and FAQs
Frequently Asked Questions (FAQ)
Common questions and answers about Cake Budget features, pricing, and security
Plaid Integration Overview
How Cake Budget securely connects to your bank accounts using Plaid
Pricing and Plans
Complete breakdown of Cake Budget subscription tiers and features
Security & Privacy
How Cake Budget protects your financial data and respects your privacy
Still need help?
Can't find what you're looking for? Our support team is here to help you get the most out of Cake Budget.