Budget preferences

Available onAndroidiOSWeb

Tailor how your budget works and what it shows. These options are in two sections of More › Settings: Budget Behavior and Budget Display.

Budget Behavior

Setting	What it does
Quick reallocate money	Opens money reallocation as soon as you tap an overspent category, so you can rebalance right away.
Auto-suggest allocation for new income	Opens the allocation suggestion screen after each income transaction, so new money gets a job straight away.
Default 'Add' to expense	Skips the type picker when you tap Add and goes straight to a new expense. Handy if you mostly log expenses.
Open transaction edit automatically	Opens transactions directly in edit mode, skipping the summary.

Budget Display

Setting	What it does
Budget health check	When on, hides the budget health check when nothing needs attention.
Show budget summary	Displays key budget insights on the main screen.
Show summaries for collapsed groups	Displays spending and allocation details when budget groups are collapsed.
Show category spent amount	Presents both the allocated and spent amounts beneath each category, so you can compare plan and reality.

The same section has the category progress indicator options (see Category visuals) and a shortcut to Groups and categories, where you organise your budget (see Groups and categories).

tip

You can also change the Budget Display options from the Budget screen: open the ⋮ menu and choose Customize interface. See Home customization.