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

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

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

Need further assistance? Let us know via chat!

You can locate chat by going to the Feed tab > Select your profile picture > Select Help > Select Chat with a human.

Updated on: 04/05/2023

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