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  1. Money Dashboard Neon
  2. 4. Setting up Spending Plan and Budgets

4. Setting up Spending Plan and Budgets

Group certain transactions types together in Budgets and see how you are doing this Pay Cycle with Spending Plan

4.1 Spending Plan

  • What is the Spending Plan and Leftover?
  • How to exclude an account's balance from the Leftover figure
  • How should I factor in amounts that I would like to put aside as Savings?
  • Do transactions that are set up as Scheduled Payments get double-counted when they are tracked under a Budget?

4.2 Budgets

  • Introduction to Budgets
  • How to set up Budgets
  • How to edit a Budget
  • How to delete a budget
  • Can I use the budget feature by bank accounts?
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