Managing Budgets and Spending

What Is a Budget?

A budget sets a monthly spending limit for a category. Each month, as you add transactions of that type, the budget tracks how much you've spent versus your limit.

Setting Up a Budget

Go to Budgets in the menu.
Click Add Budget.
Choose a transaction type (e.g. Groceries) and set your monthly limit in euro.
Click Save.

You can create as many budgets as you need — one per spending category is typical.

Reading the Budget Page

Each budget row shows:

Spent — how much you've spent in this category this month.
of €X — your monthly limit.
Progress bar — fills from green to orange to red as you approach and exceed the limit.
Percentage — spent as a percentage of the limit.

Status Colours

Colour	Meaning
Green	Under 90% spent — on track
Orange	90–100% spent — approaching the limit
Red	Over 100% spent — over budget

Editing or Deleting a Budget

Use the ⋮ menu on any budget row to change the monthly limit or delete the budget.

Tips

Start with your biggest spending categories (rent, groceries, dining).
Review your budgets monthly after payday to adjust limits if needed.
The dashboard stat card shows an overall budget status — red means at least one category is over budget.