C09 / Categories

Understand budget allocation

Read monthly income, allocated limits and the amount left to allocate.

Find it: Bottom tabs > Categories

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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

Read the monthly budget

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

The monthly budget is recorded income: ten thousand in this verified example.

It is not a live bank balance or the sum of your category targets.

Step 2

Read allocated limits

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

Allocated to categories is four thousand: three thousand for Groceries plus one thousand for Pet care.

Ten thousand minus four thousand leaves six thousand to allocate.

Step 3

Recognise over-allocation

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

With fourteen thousand allocated against ten thousand of income, the page shows four thousand over-allocated.

That warning describes your plan; it does not say you already spent fourteen thousand.

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Screenshot

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