The “Overall Progress” of the Budget is feature that helps you track your total budget utilization across multiple budgets. By default, it automatically includes the sum of all monthly budgets that have different categories and start from the 1st of the month.
However, you also have the flexibility to choose what gets included in the overall progress. You can include any specific budget(s), such as:
- Weekly budgets
- Bi-weekly budgets
- One-time budgets
It’s entirely up to you to decide which budgets to include in the overall view.
? Recommendation: For the most accurate and meaningful overall total, we recommend selecting budgets that:
- Have same frequencies (as adding budgets with different durations may not give accurate total), and
- Do not overlap in categories (to prevent double counting of expenses for same category).
This gives you a cleaner, more consolidated picture of your financial progress without inflating totals.
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