What can I do with budgets?

This comprehensive article will outline effective methods for tracking overspending in specific categories while providing insight into linked transactions and useful statistics.

Here is a list of features that can help you with budgeting:

• Add spending limits to the categories;
• Get insights about the next budget period;
• Review all previous periods reports;
• Keep track of all budget-related transactions;
• Maintain a clear overview of the budget status;
• Track the amount spent through connected financial accounts.

Add spending limits to the categories

Set sail on a journey of mindful spending by effortlessly assigning spending limits to each category, bringing chaos under control.

Receive notifications before reaching and upon reaching the spending limit.



There are tree status of the categories limit:

1. 🔴 Overspent. Limit €100 you’ve spent €120;
2. 🔵 Normal. Limit €100 you’ve spent less then < €99;
3. ⚪️ Empty. Limit €100 you haven’t spent anything.

The total amount of all the limits you’ve assigned to each category equals the total budget limit.

Review all previous periods;

The app learns your spending habits over time and offers insights tailored specifically to you.

Lets images two cases which future budget predicton could be:

• You're spending less than your budget limit is - System we suggest decrese limit;
• You're spending more than your budget limit is - System we suggest increase limit.

Those adjustments will help you be in control of your budget.

Please note: Rest assured that the system accounts for previous periods and spending behavior, so the calculation will be perfect.

Who can use this feature:

• Users on premium plan can recieve next period prediction;
• Users on free plan can get only one free next period prediction.

Review all previous periods reports

Explore your spending habits with the Periods report, offering a comprehensive overview of your previous budget periods. Gain valuable insights by analyzing your spending behavior.

• Easily switch to the period report details by clicking on the period card;
• Get the average spent amount through all periods;
• A clear picture of the total spent from the first period to the last one.

Keep track of all budget-related transactions

Once categories are linked to the budget, all manually added or automatically received transactions with the same categories will be included in the budget.

Don't forget: You can conveniently add any transaction via the budget details screen.

Maintain a clear overview of the budget status

The budget details screen presents a comprehensive overview of all primary stats, offering a clear picture of your spending

About visible data:

• Aug 5 - Sep 5. Active budget period;
• {Amount} left. Shows how much money is left;
• The dark vertical line shows the current day;
• For {Number} days. Shows days for which you can spend the budget lefts;
• Blue indicator. Shows how much you’ve spent so far;
• Gray indicator with lines. Shows how much is left;
• The white rectangle. Show total budget amount limit;
• Avatars in the top right corner. Shows with whom you share the budget.

There are two additional overview pie charts: expenses by category and expenses by accounts.

Expenses by categories view

The pie chart displays all categories, making it easy to review your spending. Tap on the pie chart to see how much you’ve spent in each category and access additional details. When you select a category, all related transactions will be filtered accordingly. Below, you'll find information about average daily spending per category and total spending by budget.

Expenses by accounts view

The pie chart shows the spending by different financial accounts or personal financial accounts linked to the budget. You can tap on the pie chart to view the amount spent in each finance account. Once you select a financial account, all associated transactions will be filtered accordingly. Below the chart, you'll find details about the average daily spending for each finance account.

Track the amount spent through connected financial accounts

Once you've shared the budget in the account tab, you will see the budget participant's connected financial account. You can easily track and compare who from the budget participant spent more or less. Tap the "Manage" button to remove or change access to the budget.