Budgets
Plan ahead. Spend with clarity.
Set spending targets for each category, see actual vs. planned in real time, and know the moment you're about to overspend — before it happens.
Budget plans
Monthly & yearly plans
Create named budget plans for any period — monthly, quarterly, annual
Flexible periods
Set a custom date range for any plan — budget for a holiday, a project, or a full year
Actual vs. planned
May 2025 — Personal Budget
Updated as you approve transactions
Groceries
CHF 420 / 600 Transport
CHF 210 / 200 Dining out
CHF 180 / 300 Subscriptions
CHF 80 / 80 Overspend visibility
Real-time flagging
Budget line items turn red the moment spending exceeds the plan
Remaining balance
See how much you have left to spend in each category at a glance
Email digest on Pro
Weekly or monthly email summarizing your budget performance — Individual Pro feature