Tracking Your Budget

Tracking Your Budget

Monitor expenses and keep your finances organized.

Getting Started with Budget

Access Budget Tracker

Go to Workspace → Budget from the sidebar.

Create Budget Categories

Before tracking, set up categories for your expenses:

• Office Supplies
• Software/Subscriptions
• Marketing
• Travel
• Other

Add a Transaction

Click "+ New Transaction" to record an expense or income:

• Amount (required)
• Category (required)
• Date
• Description
• Notes

Viewing Your Budget

See Your Balance

The dashboard shows your current balance, total income, and total expenses.

Track by Category

View how much you've spent in each category.

Generate Reports

Export budget data for accounting or financial reporting.

Budget Management Tips

• Record expenses promptly
• Use consistent categories
• Review your budget monthly
• Set spending limits for each category
• Keep receipts for all transactions

Pro Tip: Export your budget monthly to track trends and identify savings opportunities.