Finances - Budget
Overview
The Budget feature helps you plan and track spending by category. Set monthly budgets and monitor your progress throughout the month.
How to Access
- Navigate to Finances in the admin sidebar
- Click on Budget
Features
Budget Setup
- Create category budgets
- Set monthly limits
- Allocate funds by priority
- Rollover unused amounts
Budget Tracking
- Progress bars per category
- Alert thresholds
- Spending velocity
- Remaining budget
Reports
- Monthly comparisons
- Category trends
- Overspending alerts
- Savings suggestions
Quick Reference
| Metric | Description |
|---|---|
| Budgeted | Amount planned |
| Spent | Amount used |
| Remaining | Amount left |
| % Used | Percentage consumed |