Create & manage budgets

Set monthly category limits and let budgets adapt to your spending.

Create & manage budgets

Budgets help you plan spending by category on a monthly cycle and see how you're tracking in real time.

Set up a budget

  1. Go to Budgets and choose Add budget.
  2. Pick a category (e.g. Groceries) and set a monthly limit.
  3. Repeat for the categories you want to control. Leave the rest untracked to keep things simple.

Track and adjust

Each budget shows spent vs. remaining and projects whether you'll stay under by month end. Fullness can suggest adjustments based on your actual patterns — accept a suggestion to keep budgets realistic.

Rollover

Enable rollover on a budget to carry unused amounts (or overspend) into the next month, ideal for irregular categories.