The monthly check-in
Ten minutes at the end of each month: see where you went over, put what’s left into savings, and set up next month’s plan.
On this page
- 1
Look back: on the Budget page, red bars are the categories that went over. Click an actual to see why.
- 2
Save what’s left: near the month’s end, AI Budgie offers to move it into savings. Tap Move it.
- 3
Set up next month: go to next month and tap Copy last month’s plan, then adjust the categories that didn’t fit.
Look back
- On the Budget page, red bars are the categories that went over. Click the actual to see why.
- In Reports, Plan vs. actual shows whether this month was unusual or part of a pattern.
- Premium sends a monthly summary by email on the 1st.
Save what’s left
Near the month’s end, AI Budgie offers to move what’s left into savings, into a goal if you like. To do it every month without being asked, turn on Save last month’s leftover automatically in Account.
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