Budget Categories
Adding budget categories
- After you open a budget, click the "+" button in the Item Editor or select Action > Add Category.
- The full category list appears. Select an appropriate category.
- Click on the arrow icon to indicate the category type. The red upward-pointing arrow stands for expense, and the green downward-pointing for income.
- Enter the limit amount for this category.
- Choose one of the 10 available frequences or select "One Time" and enter your own frequency.
As you start entering transactions in the budgeted categories, the respective progress bars will start filling. While you remain within the set spending limit, the progress bar is green. As soon as you exceed the limit, it becomes red. For income, the progress bar colors are opposite: red below the limit and green above it. The current amounts of each category are indicated on their respective progress bars.
To edit the categories, simply click on the category name or limit fields and enter the new values.
Deleting a budget category
- Select the category you want to delete.
- Right-click on it or go to Action, and select Remove Category.