🎯 Budgets

Set spending limits per category and track them.

Create a budget

1. Go to Settings → Configuration → Budget Settings and tap +.
2. Choose the Category. For a parent category you can enable Total Budget and Include subcategory transactions.
3. Choose the Frequency: Daily, Weekly, Monthly or Yearly.
4. Enter the Budget Amount and tap Save.

You can have only one budget per category and frequency. There is also a Total (All Expenses) budget for all your spending.

Track your budgets

On the Transactions tab switch to the Budget view to see, for each budget, the amount spent, the amount remaining or Over by when exceeded.

Get alerts

In Settings → Notifications → Budget Alerts turn on alerts and choose the threshold (for example “Alert when spending exceeds 80%”) and the daily check time. Turn on Immediate Alerts to be notified right after saving a transaction. See Notifications.

Edit or delete

Tap a budget in Budget Settings to edit it, or delete it. Note that moving a category that has a budget can change how the budget is calculated.