How to create monthly budget ?

Modified on Fri, 29 Jul, 2022 at 4:29 PM

  • Monthly Budgets are meant for expenses only
  • Go to Dashboard > Budget 
  • Budget screen will appear having BUDGETS, GOALS and SUMMARY tabs
  • Tap on + icon on bottom right corner 
  • Create Budget Screen will appear having BY CATEGORY, WEEKLY and MONTHLY tabs
  • Tab on Monthly tab
  • Select the month for which budget need to be set
  • Provide the budget amount
  • Set on/off Flag to Rollover remaining budget to next month
  • Click on NEXT
  • Review Budget Screen will appear
  • Set Percent Alert for overspending
  • Click on Create Button, you are done.

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