Budgets
Budgets help you plan spending and compare that plan with recorded transactions.
What a budget represents
A budget associates a planned amount with a period and the spending it should track. As transactions are added and categorized, the budget view shows progress against that amount.
Suggested workflow
- Start with a small number of meaningful spending categories.
- Choose amounts based on recent activity rather than ideal targets.
- Review progress regularly during the period.
- Adjust future budgets when circumstances change.
TIP
Consistent transaction categorization produces more useful budget comparisons.