Budgets Overview - Mobile

  • Updated

You already know it’s important to budget, but knowing how much you spend in every part of your life can be tough. Plus, the numbers may change, depending on the month or season. Instead of trying to figure out every detail by yourself, this app automatically creates budgets based on how you spent your money over the last 90 days. And they’re customizable, so you can change anything or add a budget.



Creating new budgets based on your spending

  1. From the Dashboard, tap anywhere on the Budgets panel.

  2. Tap Auto-Create Budgets.

Budget bubbles

A screen will appear with green, yellow, and red bubbles. These are your budgets. If you can’t see all of them, tap and drag on the bubbles until you find the one you're looking for. The rest will move out of the way automatically.


  • Bigger bubbles mean bigger budgets.
  • A green bubble means you still have money to spend in that category.
  • A yellow bubble means you’ve spent over 80 percent of that budget.
  • A red bubble means you’ve gone over that budget.

Spend vs income

On the bottom left, a red bar and a green bar show the amount you have left to spend and how much of your projected income you have earned.


Tap the small arrow to the right to see details and how much money you have left unbudgeted, a number that automatically adjusts as you adjust your budgets. You can adjust the projected income if the app’s automatic calculation seems incorrect by tapping the green number and entering a new one.



Budget months

Near the top of the screen, you’ll see a month. The Budgets panel will display the current month when you first open it.

To view how you did on past budgets, hit the back button until you find the month you’re looking for.



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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