Budgets
Spending limits, what counts, overlap rules, alerts, and pausing without losing history.
Guides
What a budget does for you
A budget is simply a way of saying "I don't want to spend more than this much, on these kinds of things, during this time." You choose an…
Setting up a budget
Give your budget a name, a color, and an icon so it's easy to spot at a glance. Choose the currency you want to track it in and set your…
Finding your way around the Budgets page
At a glance, you'll see totals across all your budgets — how much you've allotted, how much you've spent, and how many are active. To find…
Creating your first budget
Head to Budgets and click Create. Give it a name, set your limit and currency, choose your dates, and pick which accounts and categories it…
Setting up a budget that renews itself
Switch on Recurring and tell it how many periods to run for. Each period tracks its own spending from a clean slate — a fresh period never…
Keeping your budgets from stepping on each other
Rasa Money won't let you create two budgets that cover the exact same accounts, categories, and time period, since a transaction can only…
Getting a heads-up when you're close to your limit
You'll automatically get notified — both in the app and by email — once you've used up 80% of a budget, and again if you go over it…
Taking a break from a budget without losing your data
If you want to stop tracking a budget for a while without deleting it, pause it — new transactions simply won't be matched to it until you…
Adjusting a budget after it's set up
You're free to rename a budget, change its color or icon, or add more categories to it whenever you like. The one thing you can't change…
Reading your budget's progress at a glance
A green badge means you're comfortably under 80% spent, amber means you're between 80–100%, and red means you've gone over. Keep an eye on…
Still stuck?
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