Overview of your budget and target

A budget is a financial plan that estimates income and expenditures over a specified period. Our system allows users to separately track their expense and income budgets.

To add a budget, follow these steps:

Create Budget.mp4

1. Navigate to the Budget & Transaction page. Choose either the Income or Expense Category, depending on the type of budget you wish to add.

2. Click New. This will automatically create a new budget using a default template. We recommend always using our preset template to ensure the best experience.

   <aside> <img src="/icons/hashtag_green.svg" alt="/icons/hashtag_green.svg" width="40px" /> Property in this page:

   • Status (A): Indicate the progress and the remaining percentage of the budget.
   • Current (A): Show how much you have spent up to this point.
   • Limit: Explain the maximum amount you plan to spend. </aside>

3. Your budget is now set. You can view its value every time you add a new transaction.