Budgets and goals: frequently asked questions
Difference between budget and goal, cash consideration, limit modifications: your answers.
What is the difference between a budget and a goal?
A budget sets a spending limit per category and per month. A goal targets an amount to save for a project. One frames your spending, the other builds your savings.
Do my cash expenses count toward my budgets?
Yes, if you add them as manual expenses with a category. They will then be included in your budgets and analyses.
Why doesn’t the spent amount match what I expected?
Check the category of your transactions: a misclassified operation can distort a budget. You can reclassify a transaction at any time, and the rule will apply to subsequent ones from the same merchant.
Can I modify or remove a limit?
Yes. Open the category to adjust the amount or remove the limit. Your past expenses remain unchanged.
How many goals can I create?
One goal with the Free plan, several with Premium, and an unlimited number with Ultra.