Budget Overview

The Budget page gives you a view of all the budget items in your budget and your weekly spending limit. From the Budget page, you can also adjust or add new budget items.

You can find your budget overview by tapping the “Budget” item at the bottom left of the screen.

Budget Overview

The Budget page shows all budget items that compose your budget and that are used to calculate your weekly spending limit. You can view you budget numbers as either weekly or monthly amounts by tapping the three dots in the top right corner of the page to change the setting.

Let’s go thru each piece of the “Budget” screen.

1 – Income

On the top line is the weekly average of your recurring income.

2 – Bills

The second line is the sum total of all your recurring expenses expressed as a weekly amount.

3 – Savings

Savings is the amount you want to set aside each week to build your Available Cash. Available Cash is money you are saving that has no pre-determined purpose. You can change the amount you are saving by tapping “Savings“.

4 – Funds

This line item is the weekly equivalent of all the money you are setting aside in your Funds.

5 – Weekly Spending Limit

Your Weekly Spending Limit is calculated by subtracting your bills, savings and fund contributions from your income. This amount is added to your Safe-to-Spend at the beginning of your week.

6 – Adding New Budget Items

Tap on the (+) button at the top right of the screen to add a new recurring expenses or income to your budget.

7 – Income & Bills

Your individual budget items shown underneath Income & Bills. Additionally if you want to see the items that make your Fund contributions you can tap on the item that says “Fund Contributions” underneath “Income & Bills”.

8 – Sort & Filter

You can choose to group your budget items together into their budget categories by tapping the Sort and Filter icon and then tapping “Group by Category”. You can also choose to sort your budget items by Amount, Weekly Amount, or Name.