← All tutorials

Everyday tracking · 4 steps

Set category budgets

Set monthly spending targets and keep your categories in view.

Select any screenshot to view it at full size.

  1. Step 01

    Open Analytics to find Monthly Category Budgets.

    Set category budgets: Open Analytics to find Monthly Category Budgets.

  2. Step 02

    Tap Set Budgets or the + button.

    Set category budgets: Tap Set Budgets or the + button.

  3. Step 03

    Enter your target budget for each category.

    Set category budgets: Enter your target budget for each category.

  4. Step 04

    Save the budget settings.

    Set category budgets: Save the budget settings.

Keep going

Add a transaction → Add an account → Customize categories →

Still need help? Contact Cashtra support.