TimelyBills supports category-based budgeting, allowing you to track spending on one or more specific categories, whether for personal use or as part of a group budget. Refunds related to the selected categories are also included in the budget tracking for more accurate insights.
Follow these steps to create a category-based budget:
1. Navigate to
Go to Home > Budget, then tap the ‘+’ icon in the top right corner
2. Choose Budget Type
Select either a Personal or Group budget.
3. Select Budget Nature
Choose whether it’s an Income or Expense budget.
Fill in key details like:
- Budget name
- Image (optional)
- Budget amount
- Repeat frequency (monthly, one-time, etc.)
- Category
- Linked account (if needed)
- Rollover toggle
- Spending alert threshold
Tap Next to continue
5. Select Categories
Choose one or more categories that you want to include in this budget.
6. Review & Confirm
Double-check all the budget settings.
7. Finalize Budget
Tap Create Budget to finalize and activate it.
● Category budgets consider all expenses and respective refund transactions, if any (income transactions marked as a refund for the specified expense category). ● Family/Group budgeting is part of the Pro Subscription. |