Set a budget
Create a budget
- On the Trends tab, scroll to the Budgets card and tap Add a Budget.
- Enter the Limit, then choose Monthly or Yearly.
- Under Categories, pick the ones to count, or pick none to count all your spending.
- Tap Save.
Read the card
- The large amount is what you have spent this period, out of your limit, with what is left or over.
- The dashed line is an even pace that reaches your limit at the end of the period.
- The gold line is your spending so far. It turns red once you go over.
- Swipe the card to see your other budgets.
Change or delete a budget
- Tap the budget on the card.
- Change what you need and tap Save, or tap Delete Budget to remove it right away.
Common questions
I don't see the Budgets card
On the Trends tab, choose Month and Expense. Yearly budgets show under Year.
How do I add another budget?
Swipe the Budgets card to its last page and tap Add Budget.
Does a category I add later count?
Not until you edit the budget and select it.
Do shared group bills count in full?
No. When a transaction you paid is linked to a group expense, only your share counts.
Related guides
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