Budgets
Budgets for any period, in one monthly view.
This budget resets to this amount each period.
Weekly to yearly, or one-time; all add up in one monthly view. Before you save a budget change, the app shows what safe to spend becomes.
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TODAY
Dining out$115.80 left
$150.00 per monthresets Dec 1 · 21 days
Fun money$58.00 left
$80.00 per monthresets Dec 1 · 21 days
Groceries$253.50 left
$400.00 per monthresets Dec 1 · 21 days
Household$71.25 left
$100.00 per monthresets Dec 1 · 21 days
Transport$75.00 left
$120.00 per monthresets Dec 1 · 21 days
Every period, counted monthly
Weekly, every 2 weeks, twice monthly, monthly, quarterly, yearly or one-time. Recurring budgets count by their monthly amount, so a yearly budget counts one twelfth. A one-time budget counts in full.
Each budget card shows what is left, the monthly amount and when it resets. In the demo plan, five budgets add up to $850.00 a month.
Recording one purchase
Type the amount and choose a budget. Before you save, the sheet shows what will be left: in the demo plan, $115.80 left in Dining out.
RECORD SPENDING
Record spending
Record one-time spending here. For a bill that repeats, use the Plan tab.
Budget
- Dining out
- Fun money
- Groceries
- Household
- Transport
$115.80 left
in this budget after this spending
Splitting and moving money
- Split spend
- Split one purchase across budgets.
- Move money
- Shift amounts between budgets, goals and accounts in your plan.
- Rules
- Suggest a budget when a note matches. You confirm each suggestion.
What budgets don’t do
- Move money doesn’t move bank money.
- Say it and Scan aren’t promised on every build.
- Categorization rules only suggest; you confirm each suggestion.
Questions and answers
What budget periods can I use?
Weekly, every 2 weeks, twice monthly, monthly, quarterly, yearly or one-time. Recurring budgets count by their monthly amount, so a yearly budget counts one twelfth.
Does it include income I haven’t budgeted?
No. That is unused income, shown just below it. It becomes safe to spend once you put it in a budget.
What does “Overspent” mean?
If the total across your budgets goes below zero, Today shows “Overspent this month” and the amount.
You can start with a demo plan.
When the app is available to you, its first screen offers four ways in. One is a demo plan.
Try a demo plan · Restore encrypted backup · Join with an invite · Create a new space
These are sample numbers, kept separate from your real plan.
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