Budgets

Budgets

Create monthly or yearly budgets to set spending limits and monitor category-based progress.

1. Open Budgets.
2. Choose Monthly or Yearly.
3. Tap Create Budget.
4. Enter budget amount.
5. Select period.
6. Select categories.
7. Save.

View Budget Details

Use budget details to check spend, remaining balance, linked transactions, and whether a budget needs adjustment.

1. Open Budgets.
2. Tap budget card.
3. Review budget amount, spent amount, remaining amount, and transactions.
4. Edit or delete if needed.

Expense Analysis

Use analysis charts and reports to understand spending by period, category, cash flow, and trends.

1. Open analysis tab.
2. Select month/year period.
3. Review charts, summary, category distribution, cash flow, and insights.
4. Change chart view type if available.
5. Tap fullscreen for bigger chart.
6. Tap share/export to export image, PDF, CSV, or print report.

Note: Some widgets or insights may require ExpenseKit+.

AI Insights

Review AI insights for anomalies, spending patterns, saving opportunities, budget recommendations, and financial health context.

1. Open analysis tab.
2. Review Insights.
3. Open available insight cards.
4. Review anomalies, spending patterns, savings opportunities, budget recommendations, smart alerts, category trends, and financial health score.