How do I create a budget?

You can create a budget for any spending category. Once it's created, any transaction with that category will be included in the budget. Follow these instructions.

From the mobile app:

  1. Open the app and select Monthly from the bottom menu.
  2. Select this month’s budget.
  3. Select the plus sign in the top right corner.
  4. If you're on an Android device, select Add Budget.
  5. Select the category you’d like to use for your new budget.
  6. Set your budget amount by tapping anywhere on the graph.
  7. Select Save or Done.


  1. Sign in to and select Budgets from the top menu.
  2. Select Create a budget.
  3. Choose the budget category, frequency, and amount.
  4. Select Save.


Related Information:

How do I view a previous month's budget? 
What is a Budget?