Set a limit for a month, then see what you actually spent against it.
A budget is a limit with a name, for one month.
"Groceries, 800 AUD". That is the whole thing. The tool then counts what you spent and shows you both figures side by side.
By default a budget counts every expense in the month. You can point it at certain categories, certain people, or money in a certain currency.
Budgets belong to the month you set them in. August has its own set, September starts empty, and you can copy one month into another.
One month, two cards: what you planned, and what happened.
| Budget name | Limit | |
|---|---|---|
| Groceries Expense
🛒 Groceries |
800.00 AUD |
|
| Salary Income | 5,000.00 AUD |
|
| Item | Budget | Actuals | Remainder |
|---|---|---|---|
| 🛒 Groceries | 800.00 | 642.10 |
One form, saved the moment you close it.
Three optional filters in the form. Leave them alone and the budget counts everything.
| Filter | What it does |
|---|---|
| Counts | Only these categories. Tick Groceries and Dining, and only those two feed the budget. |
| Spent by | Only these family members. Useful for a personal allowance inside a family ledger. |
| Paid in | Only money in these currencies. Useful when one household spends in two currencies. |
What a budget is narrowed to reads under its name in the list, so you never have to open the form to remember.
Both live on the row itself.
Most months look like the last one.
The second card counts your real transactions against each limit.
| Column | Meaning |
|---|---|
| CCY | The currency the limit is set in. |
| Budget | The limit you set. |
| Actuals | What was really spent or earned, in the same currency. |
| Remainder | A bar. Green while an expense is under its limit, red once it is over. For income it fills as the money arrives. |
| Unbudgeted | Spending in a category no budget covers. It is listed so nothing hides. |
Click a row to open it up: the same figure split by the person who recorded it, and click again to see the transactions behind it.