Track the homeschool budget

Budgeting keeps purchases separate from academic records. Buying a resource does not automatically add it to Curriculum, which lets your spending history remain accurate even when plans change.

1. 1

   Choose a school year

   Select the year whose budget you want to manage.

2. 2

   Choose how goals are organized

   Use a family-wide approach or divide goals by student, depending on how you plan spending.

3. 3

   Set an overall goal

   Enter the total amount you hope to stay within. This is a planning target rather than an accounting restriction.

4. 4

   Add categories

   Create categories such as Curriculum, Field Trips, Art Supplies, or Co-op Fees and optionally assign each a target.

5. 5

   Record purchases

   Add the description, cost, student or Shared/Family scope, date, link, order status, and notes.

6. 6

   Review progress

   Compare actual spending with the overall and category targets. Change the organization mode when your planning needs change.