Beyond Budget
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Help Center
  • Welcome
  • Why budgeting matters
  • Key features
  • Quick start guide
  • Interactive demo
  • About us
  • FAQ
    • Does the app have a web version?
    • Can I use the app on iOS devices?
    • How to switch from classic to zero based budgeting or vice and versa?
    • Does the app offer a free plan?
    • Does the app offer a lifetime payment option that includes future updates?
    • Which features will be built next, and is there a roadmap?
  • Budgeting Methods
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  • Basics
    • Dashboard
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    • CSV
  • Quality of life
    • Auto allocation
    • Pin category
    • Hide category balance
    • Quick Account Transaction
    • Quick Category Transaction
    • Quick Category Budget
    • Quick Category Insights
  • Insights
    • Where is my money allocated?
    • Where does my money go?
    • What's the big picture of my budget?
    • Where have I spent the most over time?
    • What is my net worth?
    • Am I living below my means?
    • Income vs expenses
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  • Gamification
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    • 66-day habit
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  • Settings
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    • Color scheme
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    • Budget preferences
    • Miscellaneous
    • Currencies
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    • Multilingual Support
  • Nice to have
    • Shopping list
    • Warranty management
    • Family group
    • Widgets and Shortcuts
  • User Account
    • Exporting your data
    • Deleting your account
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  1. Insights

Where is my money allocated?

PreviousQuick Category InsightsNextWhere does my money go?

Last updated 9 months ago

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The app provides powerful insights to help you understand how your money is distributed across different categories. One of the key insights is the "Where Is My Money Allocated?" screen, which gives you a clear snapshot of your current allocations.

  • Purpose: This insight shows you how much of your total budget has been allocated across various categories for a given month.

  • Data Display: Each category is listed with its corresponding allocation amount and percentage of your total budget. This breakdown helps you quickly identify where the largest portions of your budget are going.

  • Visual Aid: Colored progress bars and percentages next to each category provide an intuitive view of the proportion of funds assigned to each area, making it easy to spot which categories dominate your budget.

By regularly reviewing this insight, you can ensure your money is being distributed according to your priorities and adjust your allocations as needed for better financial management.