Budget
Set spending targets by category and track what you actually spend each period
Articles in this topic
Understanding Budgets
What a budget is in Financio, how your actuals are worked out, and how budgets differ from goals
Creating a Budget
Walk through the four-step setup: pick a budget type, choose your categories and rollover, and set your period
Budget Types
Basic, Detailed and Needs / Wants / Savings: what each looks like, and how to move categories between buckets
Periods and Start Dates
How budget periods work, what the start date controls, and why a period can show $0 actuals
Tracking Your Budget
Reading the budget page: the balancing summary, the category table, and the progress bars
Adjusting Amounts
Edit budgeted amounts and expected income, rename your budget, and start over
Annual and Irregular Expenses
Budget monthly for bills that arrive once a year: rego, insurance, Christmas, using rollover as a sinking fund