Set a category budget

Before you start

Budgets is a Pro and Family feature. Your role and visibility affect access. A budget tracks recorded spend; it does not block purchases or reserve money in a bank account.

Create a budget

1. Open Budgets and select New budget.
2. Choose a Category, Period, limit and Currency. Review any alert threshold.
3. Select Create, then check the category’s recorded spending against its limit.

Check unexpected progress

Inspect the category and period, related bill payments and one-time expenses. Check any missing exchange-rate warning before comparing currencies. Manage the category in Settings → Categories if needed.