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Bubble Budgets Overview

Bubble Budgets Overview

  • Select the month from the top navigation bar.
  • Click + to add a budget. Click the List Icon to switch to the list view.
  • Green = less than 80% of a budget is used.
  • Yellow = more than 80% of a budget is used.
  • Red = more than 100% of a budget is used.
  • A yellow or red subcategory displays in the parent budget as a curved bar (as seen to the left). This lets you see subcategory spending at a glance.
  • Click a budget to edit it.
  • Click Projected Income to edit it.
 
Edit a Budget
  • Click Budgeted Amount to change what your budget is set to.
  • Use the chart at the bottom of the screen to budget with your historical spending in mind. The green line in the chart shows the current budgeted amount.
  • Click Sub-Budgets to add subcategories.
  • Click Delete to eliminate a budget.
 
Budgets in List View
  • Click the dollar amount in the right-hand column to change how much is allocated to a particular budget.
  • Click the bubble icon to return to the bubble budgets view.
  • Note: A parent budget doesn't automatically decrease if you delete a subcategory.
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