FitBUX Member Help Center

How To Create A FitBUX Financial Plan

Once you’ve created a FitBUX profile and linked your accounts, you’ll want to see how your financial choices may affect you.  You can easily do this by creating a “My Plan”.

1.) Click on ‘My Plan’ at the top. Then click on ‘Build a New Plan’.

How to Create a Financial Plan 1

2.) Click “Continue To Step 1” at the bottom.

How to Create a Financial Plan 2

Step 1 is where you will create or update your budget.

3.)  Once you’re ready, click “Continue To Step 2” at the bottom.

How to Create a Financial Plan 3

Step 2 is how you will be allocating your money. You’ll see Assets, Debt and Risk with a ‘+’ next to each. If you expand them out, you’ll see different categories on where you put in your percentages. Under the debt section is where you can change your student loan plan.

4.) Once you’re ready, scroll to the bottom and hit ‘Continue To Step 3’.

How to Create a Financial Plan 4

At the top of step 3, you will see how much you need in your Emergency Fund. The bottom section is where you will add in life events to see how your student loans added in changes. Remember, you don’t want your loans to dictate your life, you want them to compliment it.

5.) Once you’re happy with your choices, click ‘Last Step’ at the bottom.

How to Create a Financial Plan 5

The last step, or Step 4, is where you will be able to add in your employer matches if your employer offers that.

6.) To save your plan for future reference, click ‘Save My Plan’ at the bottom and name your FitBUX plan.

How to Create a Financial Plan 4

7.) Congratulations, you just created your first financial plan.

To learn how to compare your saved FitBUX plans, click here.