Budgets

Budgets help you set spending limits for each category and track your progress throughout the month.

Creating a Budget

1. Go to the Dashboard
2. Find the budget section
3. Click Set Budget next to a category
4. Enter your monthly limit

How Budgets Work

• Budgets are monthly — they reset at the start of each month
• Each category can have one budget
• Budget progress shows spending vs. limit
• Visual indicators show when you’re approaching or over budget

Budget Status

Status	Indicator	Meaning
On Track	Green	Under 75% of budget
Warning	Yellow	Between 75-100% of budget
Over Budget	Red	Exceeded the budget limit

Editing Budgets

Click on any budget to modify the amount. Changes take effect immediately.

Removing Budgets

To stop tracking a budget:

1. Click on the budget
2. Clear the amount or click Remove Budget
3. The category will no longer show budget tracking

Budget Tips

• Start conservative — It’s easier to increase budgets than to stick to tight ones
• Review monthly — Adjust based on actual spending patterns
• Focus on controllable expenses — Budget for discretionary spending first
• Don’t budget everything — Some categories (like rent) are fixed and don’t need tracking

Viewing Budget History

The dashboard shows current month by default. Use the date selector to view past months and compare your budgeting performance over time.