Budgets and reports
Budgets
Set monthly spending limits by category or overall, and see when you get close. Included on Pro and Scale.
Set a monthly limit for a category or for all your spending, and see at a glance when you are getting close. Budgets are included on Pro and Scale.
Create a budget
- Open Budgets in the sidebar.
- Click Add Category Budget for one category, or Set Overall Limit for all your spending.
- Choose the category (for a category budget), enter the Monthly Budget Amount and pick the currency.
- Click Save Budget.
Each budget has one currency and counts only expenses in that currency. To budget for two currencies, create a budget for each.
Read your budgets
Every budget shows what you spent this month against the limit, with a progress bar:
| Color | Meaning |
|---|---|
| Green | Under 80% of the budget |
| Amber | 80% to 99% |
| Red | 100% or more |
When a budget turns amber or red, a badge appears next to Budgets in the sidebar. Use the month selector to look back up to 11 months. Every month starts fresh: unspent money doesn't roll over.
Edit or delete a budget
Click the pencil icon to change the amount, or the trash icon to delete the budget. To change its category or currency, delete it and create a new one.
Limits
| Plan | Category budgets |
|---|---|
| Pro | 10 |
| Scale | 20 |
The limit counts all your workspaces together. Overall budgets don't count toward it: you can have one for each currency in each workspace.
If you move to Starter
Starter doesn't include budgets, so your budgets are deleted when you move to Starter. When the 7-day Pro trial ends without an upgrade, they are paused and kept for a period first, so upgrading brings them back. Traackly warns you before a plan change and emails you before the trial ends. Your expenses are not affected.