Docs

Budget limit, pace, and spending

Budget details show the limit, currency, period, categories, pace, recurring-payment setting, and rollover. The transactions that make up spending are listed below.

DocumentationDocsGuidePlanningBudget DetailBudget TransactionsRollover

Budget rules

The limit applies only to the selected period and categories. Spending percentage should be read together with those settings and the budget currency.

Actual spending and pacing

Pace compares the share of the limit spent with the share of the period elapsed. It shows whether spending is actually too fast or a large planned bill arrived early.

Transactions behind the difference

Open a total to see the transactions included in it. Correct the amount, date, or category in the transaction, and Tetri will recalculate the budget.

Recurring payments and rollover

The remaining amount can differ from "limit minus spending" when the budget includes future recurring payments or a rollover from the previous period. Both values are shown separately.