Budgets

  • Budgets Overview

    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 attentio...

  • Auto-Generate Budgets

    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 wh...

  • Building a Budget From Scratch

    You may choose to create your own budgets from scratch instead of using the auto-generate feature.  To create budgets from scratch: Select the Add Ne...

  • Recalculate Budgets

    If your budgets seem a bit off or you want to take advantage of automatically created budgets, you can use the recalculate feature. In order to make these budget...

  • Viewing Your Budgets

    Once you've set up your budgets, you can view and edit them from the main budgets screen where each budget is represented by colorful bubble. Each budget is als...

  • Edit a Budget

    You can change budget amounts, create new budgets, create sub-budgets within the main budget, create custom sub-budgets, and delete budgets. If you increase a s...

  • View and Edit Your Projected Income

    Projected income estimates how much you will earn in a given month based on your past transaction history. This helps you make budget decisions that fit within y...