Budget preferences

Configuring Your Budget Preferences

The app provides several customizable settings to help you manage your finances more effectively, streamline your workflow, and gain insights into your budget.

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Quick Reallocate Money

• Function: Automatically opens the "Reallocate Money" screen whenever you tap on a category that has been overspent. This feature makes it easy to rebalance your budget by reallocating funds from other categories immediately.

• Recommended for: Users who want to stay on top of overspending and quickly adjust their budget without delays.

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Show the Category's Spent Amount

• Function: Displays both the allocated and actual spent amounts beneath each category. This provides a clear comparison of planned vs. actual spending, helping you monitor your financial progress.

• Recommended for: Users who want a detailed breakdown of their spending within each budget category.

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Express Expense Entry

• Function: Automatically opens the "Expense" screen when you tap the 'Add' button, skipping the transaction picker. This allows you to log expenses more quickly by taking you directly to the expense entry screen.

• Recommended for: Users who prefer a faster, more efficient way to input expenses by bypassing additional steps.

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Budget Summary

• Function: Displays a variety of data points that provide insights into your budget situation directly from the main screen. This includes information such as your overall spending, remaining funds, and category performance, giving you a comprehensive view of your financial health at a glance.

• Recommended for: Users who want quick access to critical budget insights without needing to navigate through detailed reports.

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Save & Allocate

• Function: Automatically opens the allocation suggestion screen after each new income transaction, helping you immediately assign unallocated funds.

• Recommended for: Users who prefer a hands-on approach to income management by ensuring all funds are quickly and efficiently allocated.

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By customizing these settings, you can tailor the app to your preferences, making your budgeting process more intuitive and aligned with your financial goals.