Skip to main content

Budgets: how to set and track spending limits

Written by Emma

Budgets let you set spending limits per expense category and track how much you have used.

  • Setting a budget. Pick an expense category, choose a period (Monthly, Quarterly or Annual) and set the amount. You can have one budget per category and period.

  • Tracking. For each budget you see Total Budget, Spent, Remaining and Overall Usage, plus a Budget vs Actual chart. A status shows at a glance whether you are On track, at Warning level, or Over budget.

  • Pausing. Turn a budget's Active toggle off to pause it and exclude it from totals.

Did this answer your question?