Budgeting gives you greater control over your expenditures, helping you to monitor your expenses for any Account and Category before it reaches its limit.
Add A New Budget
From the Accounts Overview Screen,
Tap View Budgets
Tap New Budget
Select Category
Select Account
Key in Monthly Budget Amount
Tap Save or Cancel
Swipe the header to the left or right to view previous or next months' budgets
Your Monthly Budget Screen includes color-coded Health Bar Indicators:
Green – your budget is still healthy
Amber – you are almost reaching your budget limit
Red – you have exceeded your budget for the month
EasyMoneyTM includes a time factor when determining how healthy your current spending is relative to the set budget.
Here’s a $300 Entertainment budget example:
On Day 15, if you have spent more than after $150 but less than or equal to $300, your Health Bar will be Amber. It is time to slow down your spending.
At any time when you have spent over $300, your Health Bar will turn Red. Time to stop spending!
For more options, press the Menu button.
Previous Month
Last month's budget will be shown.
Next Month
Next month's budget will be shown.
New Budget
You will be directed to the 'New Budget' page.
Accounts Overview
You will be returned to EasyMoney's main page.
Bills Reminder
Manage Categories
You may view Transactions within each budget:
Tap on any Category to view Transactions
For more options, press the Menu button.To access budget category options:
Tap and Hold on any Category
View Transactions
To view details of transactions. You will be directed to the Account's transactions page.
View/Edit Budget Info
You will be directed to the 'Edit Budget' page where you can view your budget's details and update any changes.
Delete Budget
To remove budget permanently.
Main Manual | Expense Tracking | Checkbook Management
Bills Reminder | Database Tools | Settings | Other Features