Setting a Budget

October 25 2022 4:05pm

After entering the Budgets tab, click on “Start New Budget”. From here, users have three options when setting a budget: selecting from the suggested categories that are listed, creating their own category, or doing both. (using a suggested category and adding/excluding vendors by keyword.) After selecting the type of budget that is desired, the next step is to name that budget and set a spending limit. Users can set each budget’s spending limit on a  weekly, monthly, or yearly basis. (Note: This limit won’t affect the card’s usability if a user does exceed the limit set) Once that is completed, your new saved budget will appear in the Budgets tab in the Hiatus app.