Create a budget

Set a spending limit for a category and see how much is left as the month goes on.

9 steps

  1. Step 1: Open Budgets

    Tap the Budgets tab.

    Step 1: Open Budgets
  2. Step 2: Tap +

    Tap the + button to start a new budget.

    Step 2: Tap +
  3. Step 3: Set the limit

    Type the most you want to spend in each period.

    Step 3: Set the limit
  4. Step 4: Name it

    Tap Budget name and give the budget a name you'll recognize.

    Step 4: Name it
  5. Step 5: Choose what it covers

    A new budget counts spending in every category. To track only some, tap Categories.

    Step 5: Choose what it covers
  6. Step 6: Open a group

    Tap the group that holds the categories you want.

    Step 6: Open a group
  7. Step 7: Select and confirm

    Tick each category to include — you can pick from more than one group — then tap Done.

    Step 7: Select and confirm
  8. Step 8: Create the budget

    Budgets are Monthly unless you change the Period to Weekly, Yearly or One-time. Budget alerts warn you as you near the limit. Tap Create budget.

    Step 8: Create the budget
  9. Step 9: Track it

    Your budget shows how much you've spent and what's left. Tap it to see the transactions that count towards it.

    Step 9: Track it

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