Budgets

Give a spending category a monthly limit and see what's left at a glance.

Set a limit

1. Go to Plan → Budgets and tap + (Set a limit).
2. Choose a spending Category. You'll see what you've spent in it this month.
3. Enter the Monthly limit and save.

Leaving the limit at 0 skips budgeting that category. Categories without a limit are listed separately, so you can add one later.

How budgets work

• Each limit covers one calendar month. Spent is every expense in the category since the 1st.
• Limits start fresh each month. Anything left over doesn't roll into the next month.
• The colour shows how you're doing: green is fine, amber means you're past 75%, and red means you're over.

The card at the top adds it all up for the month: how much you've spent of your total limits, and what's Left to spend (or how far you're over your limits).

Only transactions with a category count, so give your spending a category. Auto-categorize can help.

Change or remove a limit

Tap a budget to change its limit, or tap Remove limit. You can also swipe a budget to remove it.

Over-budget alerts

The first time a category goes over its limit in a month, Trinance sends a notification. See Notifications and reminders. Home's Budget status card shows your first five budgets too.