Budget

NB: This feature is only available on the app.

The Budget feature helps you manage your 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 an account
  3. Enter the net income for the account
  4. Click the gearbox > Select categories > Adjust category amounts
  5. Click the arrow to save 

Change budget

  1. Go to Budget
  2. Click the gearbox
  3. Click Selected Accounts > Show all accounts
  4. Choose the account to change

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 the gearbox
  3. Click Delete this budget

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