Budget screen

Budget

Per-month envelope view of your spending. Each row is a category with a budgeted amount; the bar shows actual-vs-budget for the active window.

Reading the bar

  • Cyan — on pace (spending below the prorated daily target).
  • Yellow — close to limit (above prorated but still under budget).
  • Orange — over budget for the window.

The thin vertical mark on each bar is today's prorated target — a straight-line projection of where you'd be if you spent uniformly through the window.

Bars go two-tone when the window contains transactions you have already entered but that are dated in the future (a scheduled rent, a booked bill): the solid part is what has actually been spent up to today, the dimmed tail is the scheduled remainder. The % label and the pacing colour always read the committed total.

Time window

The chip row at the top picks the window:

  • Week / Month / Quarter / Year — fixed cadences. The chevron buttons step prev / next by one window.
  • Custom — reveals a date-pair picker below the chips.

Summary card

Shows the totals for the active window: budgeted, spent, remaining, with the same pacing colour as the per-row bars. When a default budget account is set on App Settings, its name appears here too — the budget bar pulls its actuals from that account only.

Income / expense subtotals

Two grouping rows split the per-category rows above and below. Each carries its own totals for the window.

Per-category rows

One row per category with a budgeted amount. Tap to open the per-category editor + the BvA chart. Categories with no budget land in Extra spending at the bottom.

Tips

  • The monthly bar at the top sums the per-category figures, so it inherits the same pacing-colour logic.
  • Pull-to-refresh re-reads from the DB if you've edited transactions on another tab.
  • The On track / Headed over budget chip follows the Spending-pace chart's projection: spent so far + everything already scheduled + your observed daily rate for the remaining days.

Report an issue

Found a bug, or something confusing? Tell us — it opens a tracked issue we follow up on. Alpha feedback is gold.

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