Auto-Generate Budgets

  • Updated

We encourage you to use the auto-generate budgets feature. It will create budgets based on your average spending in each category over the last two months for which there are complete data.

The auto-generate feature will be more helpful if you have first added all your accounts and accurately categorized your transactions.

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Review your generated budgets and adjust them if necessary. You can decide which categories you do and do not want included. If a category was added during auto-generation that you do not want in your budget, you can delete it.

You may also automatically recalculate your budgets at any time, or delete all your budgets to start from scratch again.


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.

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