5. Budget Trackers

 

Create a Tracker

You can track the spend on a tag, or group of tags, by selecting 'Add a budget' dialogue pictured below. You can also edit budget start date/budget duration by using the 'Start of next budget' feature.

 

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Once you have created a Budget Tracker you quickly see how close you are to your budget. Use the 'Edit budget' button to edit the value and colour of a tracker, or delete it.

 

 

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To access historical budgets and transactions click 'Previous Budgets' - 'View Transactions'.

 

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Use the Show History icon to show your spend in the last 6 months.

 

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