Budgeting

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Budgets

Stay on top of your finances by keeping a budget. Setup a budget and establish budgeted amounts for each category of income and expenses you have and then monitor the actual amounts for those categories to know where you are financially. There's options to budget for account transfers/payments as well as being able to budget for uncategorized or other income and expenses. Specify varying budgeted amounts, such as when tracking an annual budget and having different amounts from month to month, when needed. You can create, edit, and monitor budgets in the Budgets section.

Budget Monitoring

Note Note: Totals for "parent" categories, categories with subcategories, will include the values for their subcategories. However, the amounts will not be double counted in the overall totals for the budget. The budgeted amount for "parent" categories should be set to at least the sum of the budgeted amounts for its subcategories.