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How to use Budget by Category

How to use Budget by Category

Akiko avatar
Written by Akiko
Updated this week

If you would like to enable and learn how to Budget by Category feature, follow the steps below.

*If you are using the free version of the app, please subscribe to Moneytree Grow. If you are using Moneytree Work, you will still need to subscribe separately to Moneytree Grow. *This feature is not aligned with Custom Spending Cycle. *For frequently asked questions please refer to this link


iOS (Version: iOS 1.51.1 or later is supported.)

1.
Swipe left on the orange account balance screen to display the green Spending screen. Tap "➕Create Budget" at the bottom of this green Spending screen. (If you have already subscribed, it will display "See budgets" instead)

2.
If you haven't subscribed yet, the following screen will appear. Please subscribe by tapping "Try it now" at the bottom of the screen.

3.
If you have already subscribed, you can set up category budgets by tapping the ➕ button next to "Budget Category" in the green expense screen: "See budgets" > "Budget Category".

4.
Please select your desired category.

5.
Set an amount and tap "Save." Once a budget is set, it will remain available for use unless you change it.

6.
You can change or delete budget settings at any time. To delete a budget, tap "Delete" at the bottom of the target budget settings screen.


Android (version : Android 1.24.0 or later is supported. )

1.
Swipe left on the orange account balance screen to display the green Spending screen. Tap "➕CREATE A BUDGETS" at the bottom of this green Spending screen. (If you have already subscribed, it will display "SEE BUDGETS" instead)

2.
If you haven't subscribed yet, the following screen will appear. Please subscribe by tapping "Subscribe now with Google Play" at the bottom of the screen.

3.
If you have already signed up, you can set your budget category by tapping the ➕ button in the lower right corner of the Budgets screen.

4.
Please select your desired category.

5.
Set an amount and tap "Save." Once a budget is set, it will remain available for use unless you change it.

6.
You can change or delete budget settings at any time. To delete a budget, tap "Delete Budget" at the bottom of the target Budgets screen.

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