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Budgets

Set an overall spending limit and smaller budgets per category, then see at a glance what is left.

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Step by step

  1. Open Budgets

    Your overall budget sits at the top with how much is spent and left in the current period.

    Budgets — step 1: Open Budgets
  2. Add a budget

    Click Add budget, give it a name, an amount and a rhythm — daily, weekly, monthly, yearly or once — and choose its categories.

    Budgets — step 2: Add a budget
  3. Switch the view

    Use Daily, Weekly, Monthly or Yearly to see every budget converted into the same window.

    Budgets — step 3: Switch the view
  4. Split a budget

    Open the ⋯ menu on a budget to add sub-budgets for its categories, or to edit and close it.

    Budgets — step 4: Split a budget
  5. See the trends

    The Analytics tab shows how your spending compares with your limits over time.

    Budgets — step 5: See the trends

Good to know

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