1 Managing budgets

1.1 Adding a budget

In the Budgets section, tap the yellow "+" to add a new budget. Enter the budget amount, change the category and account(s) and tap Save.

1.2 Deleting a budget

Tap on the budget you want to delete. Tap "Delete Budget" to delete the budget. Deleting is permanent and irreversible. However, deleting budgets will not affect your transactions, accounts, categories and payees in any way.

1.3 Budget color bars and what they mean

The Budget health color bars can be any of the 3 colors:

  • Green: You're doing fine! You're spending below the budget amount until that day of the period set
  • Orange: You're spending above the budget amount until that day of the period but there is still money left in your budget.
  • Red: Oh no! You have exceeded the budget for the entire period!