Mobile: Budgets tab

Tap the Budget widget from the Dashboard or head straight to the Budget tab to quickly see an overview of both your budget summary and your individual budgets:

The top of the Budget tab screen shows a summary of your overall budget for the current calendar month: 

Scroll down to see how your individual budget categories are tracking for their respective current budget periods. If you use nested categories, you'll see the parent category in front of each of the sub-categories:

Select any of your individual budget categories to see all assigned transactions for that period. If you're viewing a subcategory, you'll see the parent category greyed out above the category name:

To see trends for a budget category, tap View trends when viewing the budget:

A trends graph will show, with a summary below for the selected budget period. To view the summary for a previous or future period, tap the corresponding column.

Tap Transactions to view the transactions that have contributed to the budget for the selected period:

To adjust the period reflected by the bar graph, or, the number of budget events/periods viewed overall, tap FILTERS and edit to suit:

You can read more on the mobile apps in our overview here: Mobile: Overview of PocketSmith mobile apps.