Beyond Budget
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Help Center
  • Welcome
  • Why budgeting matters
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  • Quick start guide
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  • 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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  • Transactions
    • Overview
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  • Import transactions
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    • 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
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  • Gamification
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    • 66-day habit
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  • Settings
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    • Theme
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    • Color scheme
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    • Budget preferences
    • Miscellaneous
    • Currencies
    • Keypad
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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. Quality of life

Quick Category Transaction

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Last updated 9 months ago

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When you need to quickly add a transaction to a specific category in the app, follow these simple steps:

  1. Tap on the Desired Category:

    • From your budget overview screen, select the category for which you want to create a transaction. This will open up detailed options for that category.

  2. Click the Transaction Icon:

    • In the category screen, locate the transaction icon (represented by a money symbol with a plus sign) as shown in the image below. Tapping on this icon will open a transaction entry window. The app will automatically select the category you had tapped on previously, streamlining your process.

  3. Enter Transaction Details:

    • You can now enter the details of your transaction using the keypad interface. You have options to input the allocated amount, spent amount, and any additional information related to the transaction.

  4. Confirm the Transaction:

    • Once you've filled in the necessary details, simply hit the checkmark button to confirm and save the transaction. The app will update your budget accordingly, reflecting the newly added transaction in the selected category.

By following these steps, you can efficiently manage and track your spending, ensuring that all transactions are accurately recorded within the correct categories.

To make adding transactions even faster, you can set an account as your favorite. When you do this, the app will automatically select that account by default every time you create a transaction, saving you time and effort.