Budgets help you plan how much you want to spend and show how much is left. You find them in the Budgets tab.
Spendee has three kinds of budgets:
- Total budget: one amount for all your expenses in a period.
- Category budgets: parts of the total budget for single categories, such as Food & Drink or Transport.
- Custom budgets: separate budgets for anything else, for example a holiday or a renovation.
Set your total budget
- Open the Budgets tab.
- Tap the budget card at the top.
- Choose the period: Weekly or Monthly, and the First day of the period. Tap Confirm.
- Enter the amount. Spendee shows how much you spent in the last days to help you choose.
- Tap Set Budget.
The total budget counts expenses from all wallets that are included in Overview.
To change the period later, tap the blue period link on the budget card, for example “Monthly · from 1.”. You can also choose Use in Overview too, so Overview uses the same period.
Split it into category budgets
You need a total budget first. Then:
- In the Budgets tab, scroll to Category budgets.
- Find the category under Without a budget and tap Set.
- Enter the amount and tap Set Budget.
Left to assign shows how much of the total budget is not yet given to a category. If you enter more than is left, Spendee offers to raise the total budget.
Category budgets use the same period as the total budget.
Create a custom budget
- In the Budgets tab, tap + in the top right corner.
- Enter a Budget Name and the amount.
- In Budget for, choose the categories, or keep All Expenses.
- Set the Recurrence. Choose Custom (Once) for a budget with an end date.
- Choose the Accounts the budget should count, and optionally Labels.
- Set the Start Date.
- Save the budget.
Custom budgets appear in their own card on the Budgets screen.
Follow your budgets
- The budget card shows what is left, how much you can spend per day, and how many days are left.
- Tap the round budget graphic to switch between what is left and what you spent.
- Swipe left or right to see previous periods.
- Tap a budget to open its detail, where you can edit or delete it.
Spendee lets you know when you reach 75 %, 90 % and 100 % of your total budget or a custom budget. For a category budget, you are notified when it is used up.
If you delete the total budget, its category budgets are deleted with it. Custom budgets stay.
Free and paid plans
The total budget is free. Category budgets need a paid plan. A free account can have one custom budget only if it has no other budget yet. See Spendee Premium.
Budgets are personal. See Can I share budgets?