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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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