This article outlines where you will find your budgets and what the tools mean. This gives you the basic understanding of what you will be able to see and what it means.
Getting to the Budgets tool on Web (Desktop)
Getting to the Budgets tool on Mobile (iOS)
Getting to the Budget tool on Mobile (Android)
Functions in Budgets
Once you arrive on the Budgets tool you will see these options:
- Add Budget: Click on this to add a new budget
- Start of next Budget: All your budgets will run over the same time period so it doesn't get too confusing.
- Unbudgeted spend: this takes you to your untagged transactions and allows you to tag them