C08 / Categories

Set category spending limits

Set built-in and custom expense limits after recording a monthly budget.

Find it: Categories > Edit or Add category

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Worked examples use sample data, not your account. Reference screenshots show the current app controls in a Windows preview; their example amounts may differ from this lesson. Android system prompts vary by device.

Step 1

Record income first

  1. Check the verified saved state
  2. Read the highlighted value
  3. Setup is separate from money movement

This example has ten thousand of recorded monthly income and no allocated limits.

A limit plans spending; it neither adds income nor records a payment.

Step 2

Edit a built-in limit

  1. Review before saving once
  2. Use Cancel to leave changes unsaved
  3. Check the saved category afterwards

Use the built-in Groceries budget editor and set three thousand.

Built-in budget editing has no custom-category unlock; the real saved result is independently verified.

Step 3

Add a custom limit

  1. Review before saving once
  2. Use Cancel to leave changes unsaved
  3. Check the saved category afterwards

Set Pet care to one thousand through its custom editor, completing the existing unlock if required.

Custom editing does not require AI Premium, and Save does not add another income transaction.

Step 4

Check the refreshed allocation

  1. Check the verified saved state
  2. Read the highlighted value
  3. Setup is separate from money movement

Groceries plus Pet care now allocate four thousand, leaving six thousand to allocate.

These recurring monthly limits are planning values, not expenses already paid.

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