How can I create a Budget?
To create a budget:
- Go to the Home (where you can see your balance)
- Tap the 'Analytics' icon in the top right corner (three bars beside the Search bar)
- Select 'Budget'
- Tap 'Set Budget' to set your budget amount
- Choose the frequency (monthly or weekly) and the start date for your budget cycle
- Allocate your budget to specific categories such as Groceries, Shopping, Restaurants, etc.
- Click 'Done' to confirm once all your budget details are correct
To create budgeting categories directly:
- Go to the Home (where you can see your balance)
- Tap the 'Analytics' icon in the top right corner (three bars beside the Search bar)
- Select 'Add category budget'
- Enter your chosen amount for each category next to the categories you want to include
- Tap 'Done' once you're finished
The sum of the category budgets will automatically count as your overall budget.
Your budget will be in the same currency as your base currency by default. It isn't possible to change the currency of your budget.
Our Budget feature allows you to keep track of your expenses and stay within your financial means. Having a budget makes it easy to manage your money and improve your financial health.