BUDGETS

Budgets are the main Tool in Textbooks. They are similar to Trackers but they interact with the system in ways you might expect.

Budgets:

  • Have a Budget Amount.
  • You can track your spending weekly or monthly.
  • They can be ‘un-timed’ which means the balance doesn’t reset (used for one-time things like weddings or vacations)
  • When you create a Budget, the amount is removed from your Safe-to-Spend balance as that money has been ‘set aside’.

BUDGETS: CARRYOVER GOAL

If you have GOALS enabled, you can assign a “Carryover Goal” to your BUDGET. If there is any left-over money at the end of the month, it will be moved to the “Carryover Goal” you assign.