Category budget

Per-category budget editor and the Budget over time chart for one category.

Period

The chip row at the top sets the cadence:

  • None — no budget for this category; it lands in *Extra

spending*.

  • Monthly — single amount applied to every month.
  • Yearly — single amount applied to the calendar year; the

Budget tab prorates it across the months.

  • Per month — opens a 12-slot grid so you can set a different

amount per calendar month (e.g. heating bigger in winter, travel bigger in summer).

Amount

Shown in Monthly and Yearly modes — one figure. Tap the calculator icon to do arithmetic inline; the ± chip flips sign (rare for budgets but valid for income-side categories).

Monthly amounts (conditional, Per month only)

A grid of twelve calculator fields labelled Jan – Dec (in your locale). Empty fields are treated as zero.

Budget over time chart

  • Bars show actual spending per month.
  • The horizontal line marks the budget for that month.
  • Bar colour follows the same pacing palette as the Budget tab —

on-pace / close / over.

Tips

  • A category with 0 everywhere lands on the Extra spending tab;

a category with None is hidden from the Budget list entirely.

  • The chart's time window mirrors the criteria panel on the

Budget-over-time report. Open that report to swap in different pivots or accounts.

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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