Beyond Budget
Help Center
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
    • Classic Budgeting
    • Zero-Based Budgeting
  • Basics
    • Dashboard
    • Targets
    • Credit cards
    • Overspending
    • Overallocation
    • Money reallocation
    • Projections
    • Forecasting
    • Financial health score
    • Starting over
    • Surplus Funds Overview
    • Groups and categories
    • Small debts
    • Large debts
    • Carry over amounts
    • Different pay cycles
    • Tracking investments
    • Credits & Refunds
  • Transactions
    • Overview
    • Expense
    • Income
    • Transfer
    • Recurring transactions
    • Future transactions
    • Management
    • Colors and notes
    • Sentiment
    • Tags
    • Payees
    • Location
    • CSV / PDF Export
    • Smart search
    • Templates
  • Accounts
    • Basic details
    • Recent Spending
    • Alerts
    • Balance projection
    • Types
    • Uncleared balance
  • Import transactions
    • AI Notification Importer
    • Smart AI Receipt Scan
    • OFX, QIF and OFC
    • 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
    • Quick cash flow
    • Spending Comparison
    • Transaction map
    • Transaction calendar
  • Gamification
    • Badges
    • Online league
    • Streaks
    • 66-day habit
    • Levels
  • Settings
    • Security
    • Theme
    • Shapes
    • Color scheme
    • Category visuals
    • Home Customization
    • Budget preferences
    • Miscellaneous
    • Currencies
    • Keypad
    • Missing your emojis?
    • 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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Widgets and Shortcuts

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Last updated 9 months ago

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The app offers three powerful widgets that bring convenience, control, and engagement directly to your home screen.


Quick Overview Widget – This widget provides a snapshot of your most important financial information, such as pinned accounts or categories, upcoming payments, and recent transactions. It allows for instant interaction—whether you're adding a quick transaction, viewing details of an upcoming bill, or simply staying on top of your expenses without even opening the app. Clicking on any item can quickly open it in full detail for further management.


Quick Actions Widget – Designed for swift access to essential tasks, this widget offers shortcuts for adding new transactions, setting reminders, managing a shopping list, and more. It's the go-to widget for users looking to streamline frequent actions and manage their day-to-day finances with minimal effort.


League Widget – This fun and interactive widget lets you keep track of your position in the monthly league, helping you stay motivated and engaged with your financial goals. While it's not directly tied to managing your expenses, it's an engaging tool to see how your spending compares with others in the Beyond Budget community, encouraging better habits.


App Shortcuts

Additionally, you can hold down the Beyond Budget app icon to access shortcuts like:

  • Creating a new expense

  • Adding new income

  • Quickly accessing your transaction templates for recurring expenses


Widgets and shortcuts offer a seamless way to stay engaged with your finances throughout the day, making it easy to manage your budget on the go.