Set Budget Amounts
Setting Budget Amounts
Section titled “Setting Budget Amounts”- Navigate to Budget
- Click on a cell to set the budgeted amount for a category
- Budgets auto-save as you type
- Navigate between months using the period controls
Budget Actions
Section titled “Budget Actions”- Copy from Last Month — Duplicate the previous month’s allocations to the current month
- Clear Allocations — Clear all budget amounts for the current month to start fresh
- Transfer Between Categories — Move budget allocation from one category to another within the same month
Category Activity History
Section titled “Category Activity History”View a 6-month lookback of spending activity for each category. This helps you set realistic budget amounts based on past spending patterns.
Budget Summary
Section titled “Budget Summary”The budget summary shows totals for the current month:
- Total budgeted
- Total spent
- Total available
- Ready to Assign
Hide Empty Categories
Section titled “Hide Empty Categories”Toggle visibility of categories with no budget and no spending to keep your budget view focused.
- Start by tracking your spending for a month before setting budgets
- Use “Copy from Last Month” for consistent month-to-month budgets
- Review and adjust your budgets monthly based on actual spending