Guide
Budgets
Set monthly targets and compare them with actual results.
Updated October 26, 2026
- Go to Reports → Budgets, click New budget, and choose its first month.
- In Edit budget, enter an amount per account and month. Fill from last year copies last year's actual figures as a starting point; spread splits a yearly amount evenly across the months.
- Click Save budget.
Budget vs actual compares the year to date, through any month you choose, with the difference and the percentage of budget for each account, plus net profit.
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