Budgets can help you set realistic monthly spending limits and avoid exceeding those limits. The Budgets tool draws your eye to the areas that need your attention the most: big bubbles represent a larger portion of your monthly budget, and red bubbles have exceeded their monthly allowance.
When you first use Budgets, you have two options:
- Click Auto-Generate Budgets to let the software budget for you, or;
- Click No thanks. I’ll start from scratch to create your own budgets.
To learn more about the Budgets tool, watch the quick clip here.
Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.