Smart Budgeting

Create and manage budgets effectively

Budgeting Guide

Creating a Budget

Go to Budget section and click "Create Budget" to:

  • Set spending limits by category
  • Define budget period (monthly, quarterly, yearly)
  • Set it as default or inactive

Budget Versions

Create multiple budget versions to:

  • Test different spending scenarios
  • Have seasonal budgets
  • Track changes over time

Tracking Against Budget

The dashboard shows:

  • Actual spending vs budget
  • Percentage of budget used
  • Categories over/under budget

Tips for Success

  • Start with realistic numbers based on historical spending
  • Review and adjust monthly
  • Set aside emergency funds
  • Use multiple budget versions for planning

Visual Guide

Screenshot 1: Budget Dashboard

Step 1: Budget Dashboard

View all your budgets, their status, and progress towards goals.

Screenshot 2: Create Budget

Step 2: Create Budget

Click "Create Budget" to set spending limits for each category.

Screenshot 3: Set Category Limits

Step 3: Set Category Limits

Define budget amounts for each category and review your choices.

Screenshot 4: Track Progress

Step 4: Track Progress

Monitor actual spending against budget limits with visual progress indicators.

Screenshot 5: Budget Versions

Step 5: Budget Versions

Create multiple budget versions to test different scenarios.

Related Guides

Income & Expenses

Track spending patterns