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Budget

Track spending against tag-based budget categories with monthly rollovers.

Budget plugin showing category spending with progress bars Budget plugin showing category spending with progress bars

How it works

Create budget categories linked to transaction tags. When you tag a transaction (e.g., groceries, dining, entertainment), it automatically counts against that category's budget. Unspent amounts roll over to the next month.

What you'll see

  • Category spending - How much you've spent vs. budgeted in each category
  • Monthly rollovers - Unspent budget carries forward automatically
  • Progress bars - Color-coded indicators that turn red when you exceed a category

Getting started

Create your first budget category and link it to a tag. Then tag your transactions - the plugin handles the rest.