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).
• Magenta — close to limit (above prorated but still under budget).
• Red — over budget for the window.

For income rows the colours read the other way round, because more income is good: the bar turns green with "above plan" once you have received at least the plan, magenta means you are behind the prorated pace, and red appears only when the window has ended short of the plan.

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 been paid up to today, and the scheduled remainder is drawn as an unfilled dashed outline. The amount under such a bar then reads "… paid · … scheduled" ("received" on income rows), each with a small swatch matching its part of the bar. The % label and the pacing colour always read the committed total (paid + scheduled).

A one-line key above the category rows names the marks: Paid (solid), Scheduled (dashed outline) and Today (the tick).

Tap the amounts under a bar (they end with a small chevron) to open a bottom sheet for that category. It repeats the summary — Paid so far, Scheduled later this period, Still free (or Over budget by) and Days left in period — followed by a Scheduled entries list: each entry shows its date, payee (or "(no payee)") and amount, and tapping one opens that transaction. Show transactions at the bottom opens the period's transactions for the category.

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. Under the Remaining figure, ≈ … /day · N days left spreads what is left over the days still to come (today included) — the amount you can spend each day and still land on budget. It follows the active filters and disappears once the window is over or the budget is spent. 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.

Classification filters

When the book names one or both classification axes (Book settings), the filter panel adds a chip row per axis, labelled with the axis name. Picking values narrows the spent side only — every row's budget stays whole, so a row then reads "how much of this budget went to those values". Tagged split lines count on their own; the summary, the pace chart and its projection follow the same scope.

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 the row (its bar included) to open that category's transactions for the period. The pencil icon opens the category's budget plan in the plan editor, and tapping the amounts under the bar opens the breakdown sheet described above. An expense row's left figure carries its own … /day allowance — that category's remaining budget over the days left in the window.

Below the category rows, Unbudgeted spending sums the period's outflow in expense categories no budget owns (subcategories a main category's budget absorbs are not unbudgeted). Without a catch-all "Other spending" plan it is a figure and a drill into those entries; with one, that plan's target is its envelope and the row paces like the others.

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.
• The pace chart's Categories: chips (right under the Projection row) toggle single categories out of / back into the chart — spend, budget line and projection re-derive on the spot. The toggles are chart-local: your filters and budgets stay untouched.