Budget

Bluecoins lets you plan spending by category: category, subcategory, or top-level category. Budgets are checked against your spending over a chosen interval and shown in the Budget Summary tab and on the Budget Summary dashboard card.

Setting a budget

1. Open the Budget tabs (or Settings → Category Tree).
2. Set the Budget Interval — weekly, monthly, quarterly, yearly, or a custom date range (e.g. your pay cycle). The interval applies to all budgets, and the report keeps your chosen interval even if you change other filters.
3. Pick a Category and tap Budget, entering the amount.

Budget frequency

The interval is a global preference but a budget amount is entered per category. With a “monthly” interval, your budgeted amounts represent the monthly total. Once set, the Budget Summary tab shows:

• amount spent vs budget,
• progress against the budget,
• percent used with color coding — approaching the limit turns it amber, exceeding it turns it red,
• remaining amount, and budget carry-over between intervals.

Extra controls

• Category sorting — sort budgets by category, amount, or percent used.
• Period selectors and filters — the date-range picker and the filter dialog work together: applying a filter keeps the chosen period and frequency (and cancels stale report jobs if you change filters mid-flight).
• Budget by top/detailed level — toggle how subcategory budgets roll up.

Related

• Dashboard cards — Budget Summary card
• Settings → Dashboard