Detailed Budget

Start by setting your own budget categories and [monthly] amounts in the "Budget" table. As you add transactions below, new categories you add will auto-add to the "Budget" table.

Mobile Dashboard

Income:

0

⁠

Spent:

0

⁠

Budget

Budget

⁠

We keep a monthly budget but this Date Range filter allows flexibility. It also allows us to go back to past months and see what we spent (check the “Budget” table above to see the amounts spent in each category for the specified Date Range) [See Oct 2021 for example - feel free to delete it]

Transactions that “Needs Attention” will always be red and at the top

View Category:

Income

+22

⁠

Date Range:

Last month (i.e. February 1-28, 2023)

⁠

Transactions

Transactions

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.