How do I create a one-time budget?

A one-time budget is perfect for tracking spending on specific events or short-term goals, like a vacation, wedding, or home project. It’s available for both Personal and Group use (Group budgets require a Pro Family Plan).

Steps to create a one-time budget:

1. Open the Budget Section
From the Dashboard, tap on Budget, then tap the ‘+’ icon in the top right.

2. Select Budget Type
Choose either a Personal or a Group budget.

3. Choose Budget Nature
Select whether the budget is for Expense or Income.
● Read the FAQ – What is the difference between Income and Expense Budgets?

4. Set Budget Frequency
Choose “One Time” as the repeat frequency.
Then, select the Start & End Date for your one-time budget duration.

5. Fill in Budget Details
Provide the following:

1. Budget Name

2. Optional Icon/Image

3. Amount

4. Category (or leave blank to apply to all categories)

5. Account (or leave blank to apply across all accounts)

6. Spending Alert% % (optional – get alerts when spending reaches your set threshold)
   
   

6. Review and Finalize
Double-check the settings, then tap “Create Budget” to activate it.