Quick category budget
Quick details shows how much you allocated and spent in a category recently, right where you allocate money to it. It helps you pick a realistic amount instead of guessing.
Show quick details
- On the Budget tab, tap the category. Its sheet opens with the keypad.
- Tap the lightning icon (Quick details) at the top of the sheet.
A row of amounts appears above the keypad. The app remembers your choice: tap the lightning icon again to hide the row.
What you'll see
On a phone, scroll the row sideways to see everything that applies to the category; on a wide screen the amounts wrap onto more lines:
- Ready to allocate: money you haven't given a job yet (only when you have some).
- Fund from surplus: what it would take to fund this category's target from your surplus funds. Tap it to move that money in.
- Fund … targets: shown when this category has money available and there are targets to fund. Tap it to distribute this category's available balance across as many targets as possible (the app asks you to confirm first).
- Underfunded amount: how far the category is from its target.
- Alloc. last month and Spent last month.
- Avg. Alloc. last 3 Mo. and Avg. spent last 3 Mo.: your 3-month averages.
Tap any amount to add it to the keypad, then adjust it and confirm. For example, if you overspent last month, start from Spent last month and round it up.
Income categories show only the allocation figures, not spending.
Free and Pro
The last-month figures are free. The 3-month averages are part of Pro (category insights): on the Free plan they show a lock, and tapping one shows what Pro includes.