Set a monthly budget
Pick a total and allocate it across categories.
Updated May 14, 2026
A monthly budget gives every dollar a job. Set a top-line, then allocate it to categories like Rent, Groceries, and Subscriptions.
Steps
- Open Home → Budget.
- Set the total monthly budget.
- Allocate by percentage or fixed amount across categories.
- Watch the progress bars fill as you log expenses — hover for spent / limit / remaining.
💡 Pro tip: rebalance after the first two weeks. The first plan is rarely the right one.