Creating your first budget

A budget in FinTrack is a monthly spending limit for a category. Creating one takes seconds — here's how.

1. 1

   Open Finances → Budgets

   From the sidebar, go to Finances and select Budgets.

2. 2

   Click "New Budget"

   Hit the "+ New Budget" button in the top right.

3. 3

   Pick a category

   Choose from your existing categories or create a new one. Examples: Groceries, Dining, Transport.

4. 4

   Set your limit

   Enter the monthly spending limit in your account currency.

5. 5

   Save

   Click Save. Your budget is live and will track transactions in that category for the current month.