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Set monthly budgets

Give a category a monthly limit and see how much of it your bills use.

Illustration — the highlighted parts are where to look.

Steps

  1. 1On the Dashboard, find the “Budgets” card and choose “Set budgets”.
  2. 2Enter a monthly amount for each category you want to keep an eye on, such as Groceries or Utilities. Leave a category empty for no budget, then choose “Save budgets”.
  3. 3Each budget shows the month’s bills in that category against it, how much is left, and how much you have already paid.
  4. 4A budget turns amber when 90% of it is used and red when it is over, and a note at the top of the card counts them.

Budgets follow the month you are viewing, so you can look ahead to a busy month.

They are saved to your account, so they are the same on every device. Choose “Edit” on the card to change or remove them.

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