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Budgets

Edit or delete a budget

Change a budget's amount, period or category, or remove a budget you no longer need.

As your spending changes, update your budgets so they stay realistic. You can change any detail of a budget, or delete it.

Edit a budget

  1. Open Budgets.
  2. Under By category, find the budget and click Edit.
  3. Change the Name, Category, Planned amount (AUD), Period or Alert threshold (%).
  4. Click Save changes.

Delete a budget

Deleting a budget cannot be undone. Your transactions are not affected.

  1. Open Budgets.
  2. Find the budget and click Delete.
  3. Click Delete again to confirm.

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Create a budget

Plan how much you want to spend in a category each week, month or year, and see how much of your plan is left.

Goals

Create a goal, set a deadline, and record your contributions.

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