Edit budget entry

You can track both budget (expenses) and savings (income minus expenses).

Short description of a budget item.

You need to select the currency.

Amount you want to save or amount that you cannot exceed.

There are two ways to track budget. Each period is independent and amount of expenses at the beginning of the period is always the same - previous values are ignored. When the "Include previous values" option is enabled, any over expenditure or money saving for the previous period is included in the next period and amount at the beginning of the period can be reduced or increased.

You can select a date range (for example, if you want to save a specified amount for the vacation):

You can select to include transfers, payments of debts, uncleared transactions and so on. The filter includes transactions that fall into a specific category or have a specified tag. The program takes into account transactions satisfying all conditions.

 

Click on the filter to change it type (include/exclude). The filter excludes transactions that fall into a specific category or have specified tags. Transactions that satisfy at least one of the conditions will be excluded.

Here you can enter any text describing this budget entry.

Managing access.