How do I create a BUDGET?

So you want to create a Budget in Wallet Android, great decision! Here's how:

1. Go to the Main Menu and click on Budgets

2. Click on the green circle '+' icon to add a new Budget

3. Name your Budget and enter your Budget's details here. When you choose a Category and/or Label to be included in your Budget, every Record with that Category/Label will be reflected in your Budget. Keep this in mind when categorizing and labeling your Records. For example, if you create a Budget for the cinema, you could rename a Subcategory 'Cinema' to use for this Budget (Main Menu > Settings > Categories)

Note: currently you can only create a Budget in your base currency

4. At the bottom of the Budget details screen you can choose to be notified if you've overspent your Budget, or if you risk overspending 

5. Bam! You're done. Pat yourself on the back or perhaps eat some ice cream. Delete or Edit your Budget at any time 

Tip: You can choose to display Wallet's Budgets and other data beginning on any day of the month you choose. Go into the Main Menu > Settings > Advanced Settings > Initial day of the month to change this setting. 

Note: Budgets are not yet available in iOS or on the Web version of Wallet. 

Have more questions? Submit a request

4 Comments

  • 0
    Avatar
    Eve Mez

    I created a budget for food/restaurants and groceries 2 days ago. I've been to the grocery strore twice and nothing has changed on the budget. It still shows I spent $0. Please help. I'm trying to figure out what I did wrong. This feature would really help me.

  • 0
    Avatar
    Marin Mannies

    Hi Eve, please see my email to you, let's figure this out. 

  • 0
    Avatar
    Ashley Malloy

    I have the same question.  How do I get what I have spent  to reflect in the budget?

     

  • 0
    Avatar
    Marin Mannies

    Hi Ashley, you must assign a Category or a Label to your Budget items, and make sure you have also included that same Category or Label in the Budget details screen. Otherwise the Budget will not know to include those transactions. If you have done this and it is still not working, please send applicable screenshots to us at [email protected]

Article is closed for comments.