Your budget details

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Get key insights into your budget in the budget details screen. In this guide, we'll walk you through all the ins and outs of what to see in the budget details screen.

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1. A quick summary

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The budget details screen shows all the details you've entered for your budget, like name, category, amount, how often, spread across periods and along with personalised preferences like colours and emojis. It also shows your spend or income vs budget widget along with your five most recent transactions. Here on this screen, you can also dive deeper into what transactions are included in your budget.

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2. Viewing your budget details

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To view your budget details, you can tap on any widget under income or expense budgets in the budget feature. 

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3. Deleting your budget

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If you'd like to delete your budget, simply tap on the bin icon up in the top right corner and then you'll see a pop up appear where you have the choice to delete both the category & budget or just the budget.

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When you delete a budget, a pop-up will also show where you also have the option to remove it from your cashflow as well.

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4. Editing your budget details

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If you'd like to edit your budget details, you can tap on each field to edit the name/category, amount, how often, need or want and also if you want to spread across periods. You can also edit your personalisation preferences as well. Note: Only custom category names can be edited, if you're using a default category then the category name cannot be edited.

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5. Spend vs budget or income vs budget

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Depending on whether you've selected to view your income or expense budget, you'll see your income vs budget or spend vs budget widget. You can toggle between this week, fortnight, quarter, year and custom periods by simply tapping on the green button.

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6. Your recent transactions

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You can view your five most recent transactions here that have been categorised and allocated to your budget. To view all of the transactions categorised by your budget, simply tap 'see all'.

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7. Diving deeper into your budget transactions

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You can view all of the transactions for your budget on a monthly or quarterly basis here. Simply scroll down to view more transactions, or if you're looking for a certain one, do a quick search to find it. You can also view the transaction details by tapping on the individual transaction.

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You're all ready to go 🎉

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Woohoo! Now you've got a good understanding of your budgets details. If you run into any issues while working through it, feel free to get in touch with us at hello@budgetbuddie.co.nz.