Budget tracking

Budget Tracking shows how actual spend compares to budget so you can act before overspending.

Create & track a budget

1. Open Budgets and create one; set the Budget Name, Budget Type and Budget Period.
2. Set the budgeted amount (by category for an Individual Category budget).
3. Turn on Budget Alerts to be warned as limits approach.
4. Monitor the Budget vs Actual Comparison; a Budget Exceeded flag appears if you go over.