Articles on: Budgeting

Edit your budget



Need to make edits to your budget? Choose what you need to change and follow the related steps below


Editing your category budgets or total budget


  1. Go to **Feed ** tab
  2. Scroll down and select Budget (circle chart)
  3. Select the pencil icon in the top right corner of the screen
  4. Select Edit Budget
  5. Select which Category Budget you want to change or if you want to change your total budget, select your Total Budget
  6. Make the desired changes and select Save
  7. You're done!


Editing your period


The period is the time between when your budget starts and ends

Modify your period if you want to change your budget to a monthly, weekly or fixed date cycle.


  1. Go to Feed tab
  2. Scroll down and select Budget (circle chart)
  3. Select the pencil icon in the top right corner of the screen
  4. Select Edit Budget
  5. Select Period
  6. Select your new budgeting period via the drop down menu at the top of the screen
  7. Make the desired changes and select Save
  8. You're done!


Please note, changes to your budget will apply to all past, current and future budgets



Disabling your budget


If you'd like to disable your budget and start from scratch, please follow our Disable your budget help article.


If you have any further questions, reach out to us here ✍️





Updated on: 20/09/2024

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