Overview
The Budget feature helps you plan and track spending by category. Set monthly budgets and monitor your progress throughout the month.
How to Access
- Click on Finances in the left sidebar menu
- Click on Budget
How to Create a Budget
- Click on Budget
- Click the Add Budget or Create Budget button
- Select the Month/Year you want to budget for
- Click Continue or Next
How to Set Budget Amounts
- For each category, enter a Budget Amount:
- Find the category row (e.g., Food, Transport, Entertainment)
- Enter the amount you want to spend in that category
- Use Copy Previous Month to copy last month's budgets
- Review the Total Budget at the bottom
- Click Save or Save Budget
How to View Budget Progress
- Click on Budget
- Select the Month from the dropdown
- You will see:
- Budgeted: Amount you planned to spend
- Spent: Amount actually spent
- Remaining: Amount left to spend
- Progress Bar: Visual of spending
How to Edit a Budget
- Click on Budget
- Select the Month
- Click the Edit icon or Edit Budget button
- Change the amounts
- Click Save
How to Track Spending by Category
- Click on Budget
- Look at the Progress Bar for each category:
- Green: Under budget
- Yellow: Approaching budget (80%+)
- Red: Over budget
- Click on a category to see transaction details
Budget Status Colors
- Green: Spending is under control (below 80%)
- Orange/Yellow: Getting close to limit (80-99%)
- Red: Over budget
Quick Reference
| Task | Steps |
|---|---|
| Create Budget | Budget → Add Budget → Set amounts → Save |
| View Progress | Budget → Select month → View bars |
| Edit | Budget → Edit → Change → Save |
| View Transactions | Click on category row |