Categories & Budget Planning
Give each category a spending plan before the month begins. Organize income and expense categories into a structure that fits your life, then use the yearly planner to set monthly budgets and see actual amounts alongside them.
What you can do
- Organize categories into groups and nested categories for a clearer budget.
- Change a monthly budget and optionally repeat it to the following months.
- Review up to five previous years of monthly budgets when planning the next amount.
How it works
Create your categories in the income or expense builder, then open the corresponding planner. Each month has its own budget, so you can account for seasonal bills or changing plans. Open a budget to edit it, review its historical values, and reuse a previous amount. The desktop table and compact mobile view present the same plan in different layouts.
See it for yourself
Explore the app with Milo and sample data, or create your own account to start organizing your finances.
