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Set a budget for a spending category

In Tetri, one or more categories share one limit. A budget shows the share spent, the safe amount left per day and the moment when the spending pace goes over the plan.

Compare plansCreate a budget

The budget map shows the category with the largest share of the plan and the used part of the limit.

What is left of a budget for each day

The actual balance appears next to the one expected for today, and the period total is a forecast at the current pace.

Budgets on the dashboard

The dashboard has a "Budgets for the month" widget with the same tile map. The transactions of a category appear under the budget.

Carry the remainder to the next period

A budget lets you choose what carries into the next period: "None", "Accumulate" or "Deficit only". With "Accumulate", the unused part of the limit moves to the next month.

Rent and utilities as a fixed bill

In the "Pace" setting, you can pick "Fixed bill". The budget card shows how much of the limit you have paid, and the expected pace shows no overspend on the payment day.

Create a budget, step by step

  1. Create a budget

    In the "Budgets" section, click "New budget" and name it.

  2. Pick categories and a limit

    One or more categories, the limit amount and the period.

  3. Upload a statement

    Spending from statements and quick transactions counts toward the budget by category.

Budget settings

  • Name, icon and color

    You can click the icon to the left of the name to pick an icon and a color.

  • Limit and currency

    You can set the limit in any currency.

  • Categories

    You can pick one or more categories for a budget.

  • Recurring transactions

    With the "Include recurring transactions" setting, recurring expenses in the chosen categories count toward the budget and do not count a second time in planning.

  • Period

    Month, week, year or your own start and end dates.

Questions about a budget by category

Related sections

Start with your first budget

Pick categories, set a limit and upload a statement.

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