Articles on: Budgeting

Set-up category budgets

Setting a category budget tells Emma how much you want to spend in a particular transaction category over a period of time.


To set up your category budgets, follow the steps below:


  1. Go to the Feed tab
  2. Scroll down and select Budgeting (circle chart)
  3. Select the pencil icon in the top right corner of the screen
  4. Select Edit Budget
  5. Select Category Budgets
  6. Select which category you'd like to create a budget for
  7. Make the desired changes and select Done
  8. Select Save.


Want personalised budget categories? Create your own by following these steps.


Need further assistance? Let us know via chat!



Updated on: 26/02/2026

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