Budget
The Budget module helps you manage personal finances with accounts, budgets, transactions, savings pots, and investment tracking.
Dashboard
The Budget Dashboard at /budget provides an overview of your financial status. It links to the detailed sub-pages.
Accounts
Manage your financial accounts (bank accounts, credit cards, etc.) at /budget/accounts. Each account tracks its balance and transaction history.
Budget Overview
Set monthly or periodic budgets at /budget/overview. Define spending categories and allocate amounts to track your spending against your plan.
Categories
Configure spending categories in Settings > Budget. Categories help you classify transactions and track spending patterns.
Savings Pots
Create savings goals at /budget/pots. Pots let you set aside money for specific purposes with target amounts and track your progress.
Investments
Track your investment portfolio at /budget/investments. Monitor holdings and portfolio performance.
Importing Transactions
Import transactions from your bank at /budget/import. Supported formats include CSV and OFX files.
Use the import page when bringing in statement exports for the first time or reconciling recent activity. After import, review the generated transactions and categories on the Transactions page.
Transactions
The Transactions page at /budget/transactions is your day-to-day ledger. Use it to review imported activity, correct categories, and inspect the payees that drive your budgeting rules.
Payee Rules
As you categorise transactions, the system automatically learns payee-to-category mappings. Future transactions from the same payee are auto-categorised. View and delete learned rules from the budget settings.
Budget Alerts
Set spending thresholds in Settings → Budget → Alerts. Configure global warn and alert percentages (e.g. warn at 80%, alert at 100%), then optionally override thresholds for specific categories.
Reports
The Reports page at /budget/reports provides spending analysis:
- Spending by Category — visual breakdown with progress bars, filterable by date range
- Monthly Summaries — historical view of spending totals across recent months
Use reports when you want to compare spending across periods, inspect where your budget is drifting, or verify that your category rules are classifying imports correctly.
Currency
Set your preferred currency in Settings → Budget. All amounts are displayed in your configured currency. Multi-currency transactions are supported with conversion tracking.