Our app can help you set up and track a monthly budget using our SpendLimit feature, which is the orange graph you come to when you first open the app.
All you need to do is connect your primary bank and credit card accounts. We will automatically suggest a monthly budget for you (which we call the "SpendLimit") based on how much you make and how much you spend. The app also automatically detect things like your income and recurring expenses. To change your SpendLimit budget, follow these step:
- Click on the Graph on the home screen
- On the "Overview" screen, click on the wrench icon in the upper right-hand corner to set the "ceiling" of how much you want to spend in a month.
We will track your spending automatically! To review your transactions, simply scroll further down on the home screen of the app to the TRANSACTIONS section.
A second way to budget is to set up SpendTrackers for the expense categories you want to monitor, e.g., Budget $50 per week on "Dining & Drinks". To get to the TRACKING feature, scroll down on your app's home screen.