Budget and categories
The Budget page plans one month at a time: income at the top, then each category’s planned and actual amounts. Here is what each part means and how to manage categories.
What each line shows
- 1
Each category shows what you planned and what you’ve actually spent, from your transactions. Click a planned amount to change it, or an actual to see the transactions behind it.
- 2
Recurring: the plan follows what its recurring transactions take out this month, and the line comes back every month on its own. Type your own amount to make the plan yours.
- 3
Auto-added: a category added because you spent in it this month with nothing planned. It stays in this month only; give it a plan to keep it in new months.
Spending outside the plan
- 1
Spending with no category still counts toward what was spent. Choose a category for each and it moves into the list.
- 2
Left out of the budget holds categories that don’t count toward any total, for spending you want to see but not budget.
Manage categories
- 1
Rename a category and it changes everywhere, past months included.
- 2
Archive one you no longer use: it’s hidden from pickers and new months, and its history stays. You can restore it.
- 3
Delete merges a category into another: its transactions and budget months move over, then it’s gone. This can’t be undone.