BUDGET OVERVIEW
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Modified on: Thu, Apr 28, 2022 at 9:12 AM
- Auto-generated budgets use averages from the last 90 days of transactions- the recommendation is to use the auto-generate option the first time you access Budgets.
- GREEN= less than 80% of a budget is used
- YELLOW= more than 80% of a budget is used
- RED= more than 100% of a budget is used
- Bands around the edge of each bubble represent the status of sub-budgets
- Top middle: Select a different month
- Upper right: "Add New Budget" to add a budget for categories not yet selected. Cannot create new categories (i.e. Budgets)-but can create sub-budgets under each
- Ability to recalculate budgets is under "Add New Budget"
- Projected Income is calculated for you, but can edit it by selecting the pencil icon
- Note: Depending on your product, the list view might be collapsed at the bottom. There will be an icon to expand it.
- Select a budget (bubble or from the list) to manage it
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