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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  1. Quality of life

Quick Category Budget

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Last updated 9 months ago

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The Quick Budget feature, represented by the thunder icon, provides a snapshot of your spending trends and helps you make informed budgeting decisions based on your past financial behavior.

  1. Tap on the Thunder Icon:

    • In the selected category, tap the thunder icon located at the top of the screen. This will reveal key budget insights for that category.

  2. Review Past Spending and Allocations:

    • Spent Last Month: See how much you spent in this category during the previous month.

    • Allocated Last Month: Review the amount you allocated to this category in the last month.

    • 3-Month Average: Check the average amount you’ve allocated or spent over the past three months to understand your usual spending pattern.

  3. Use the Insights:

    • With this information, you can make better budgeting decisions. For example, if you consistently overspend in a category, you might choose to allocate more funds to it this month.

The Quick Budget feature gives you the tools to adjust your budget in line with your spending habits, helping you stay on top of your finances with ease.