The Plan tab helps you stay ahead: budgets stop overspending, savings goals help you save, and bills remind you before money is due.
Budget
A monthly limit for a category. It turns amber at 80%.
€240.00 of €300.00
Savings goal
Money set aside inside an account. It never leaves the account.
68%
Travel
Bill
A reminder before a due date. Mark it paid to add the expense.
Rent
€850.00
Questions and answers
What does a personal budget count?
Everything that left your own accounts in that category this month, in your profile and in your spaces.
What does a space budget count?
Everything the whole space spent in that category. Only the space's admins can set or change it.
Does a savings goal move my money?
No. The money stays in its account, set aside so you can see it is reserved. Goals live in your profile only, not in spaces.
Does a bill pay itself?
No. A bill is a reminder. When you pay it, mark it as paid and the app adds one expense for it.
When do bill reminders come?
Before the due date, once per due date, to the people sharing the bill. Turn them on or off in Settings → Notifications.
Didn't find your answer? Visit Support or write to [email protected].