Budget feature

NB: This feature is only available on the app.

The Budget feature allows you to optimize the day-to-day management of your accounts by defining a line of conduct and anticipating your balances at the end of the month.

You can set up your budget with several bank accounts (either personal or professional,not both at the same time).

Create a budget

  1. Go to Budget > Create a new budget
  2. Choose the bank account(s) on which you want to budget
  3. Enter the amount of your net incomes your received on this account
  4. Click on the gearbox at the top and select the categories you want to see
  5. A button (bottom right of each category) allows you to adjust the categories amounts. Save by clicking on the arrow at the top.

Change the account associated with a budget

  1. Go to Budget
  2. Click on the gearbox at the top right> Selected Accounts > Show All Accounts
  3. Choose the account(s)

NB: If you have a deferred debit card, it will be considered as a separate account.

Delete a budget

  1. Go to Budget
  2. Click on the gearbox at the top right and Delete this budget

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