Budgets can be a great tool to track your expenses, ensuring you don't overspend on snacks or buying to much coffee. Budgets offer insights into spending patterns, helping you recognise when it is time to scale back.
How to Create Budgets
Budget creation is currently limited to your base currency base currency. When you select a Category and Label for your Budget every Record with that Category and Label will be included. Consider renaming a Subcategory for clarity, like 'Cinema' when creating a cinema budget.
Android
- Select "≡" in the top left
- Select "Budgets"
- Tap '+' in the bottom right
- Fill in the Budget details
- Name: Name your budget.
- Period: Select for how long this budget should last.
- Amount: Enter your budget amount.
- Categories: Select which categories this budget should track expenses for.
- Account: You can select select if you only want to use this budget for a single account.
- Labels: Use labels on transactions to focus this budget only on those labeled records.
- Notifications: Receive a notifications if you've overspent your budget, or if you are at of risk overspending.
- Save it in the top right
Tip: Adjust the start day for Budgets and data by going to Main Menu -> Settings -> Advanced Settings -> Initial day of the month. (Not available on iOS)
iOS
- Select 'Planning' in the bottom left
- Select 'Budgets'
- Tap '+' in the top right
- Fill in the Budget details
- Amount: Enter your budget amount.
- Budget Name: Name your budget.
- Period: Select for how long this budget should last.
- Categories: Select which categories this budget should track expenses for.
- Account: You can select select if you only want to use this budget for a single account.
- Labels: Use labels on transactions to focus this budget only on those labeled records.
- Notifications: Receive in App notifications if you've overspent your budget, or if you are at of risk overspending.
- Tap Save
Web App
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