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Create a budget period

Start a budget for a month: set its dates and how much you plan to spend in each category.

Show steps for

A budget period is a stretch of time, such as a month, with an amount planned for each category. As you record transactions, WisExpense compares what you spent with what you planned.

Before you start

You need the categories you want to budget for. See Choose the categories you use.

Steps

Web

The Budget Periods screen of the web app, with the buttons to start a new period and to seed a budget, and the table of periods. 1: Open Budgets in the menu and select New Period; 7: To start from what you spent before, select Seed from History. You can also select Seed Budget on the list of periods, choose the Lookback, and select Apply Selections.The Budget Periods screen of the web app, with the buttons to start a new period and to seed a budget, and the table of periods. 1: Open Budgets in the menu and select New Period; 7: To start from what you spent before, select Seed from History. You can also select Seed Budget on the list of periods, choose the Lookback, and select Apply Selections.
  1. Open Budgets in the menu and select New Period Marker 1.
A budget period in the web app, with its dates, its category cards and the Edit Categories button. 2: Check the Start and End dates. If you change them, select Save Dates; 3: Select Edit Categories.A budget period in the web app, with its dates, its category cards and the Edit Categories button. 2: Check the Start and End dates. If you change them, select Save Dates; 3: Select Edit Categories.
  1. Check the Start and End dates Marker 2. If you change them, select Save Dates.
  2. Select Edit Categories Marker 3.
The period's Edit Categories mode in the web app, with a checkbox and an amount for each category, the button to seed from history, and the Save Items bar with the total. 3: Select Edit Categories; 4: For each category you plan for, tick Include and type its Amount. The Save Items bar shows the total; 5: For each category you plan for, tick Include and type its Amount. The Save Items bar shows the total; 6: To start from what you spent before, select Seed from History. You can also select Seed Budget on the list of periods, choose the Lookback, and select Apply Selections.The period's Edit Categories mode in the web app, with a checkbox and an amount for each category, the button to seed from history, and the Save Items bar with the total. 3: Select Edit Categories; 4: For each category you plan for, tick Include and type its Amount. The Save Items bar shows the total; 5: For each category you plan for, tick Include and type its Amount. The Save Items bar shows the total; 6: To start from what you spent before, select Seed from History. You can also select Seed Budget on the list of periods, choose the Lookback, and select Apply Selections.
  1. For each category you plan for, tick Include and type its Amount Marker 4. The Save Items bar shows the total Marker 5.
  2. To start from what you spent before, select Seed from History Marker 6. You can also select Seed Budget Marker 7 on the list of periods, choose the Lookback Marker 8, and select Apply Selections Marker 9.
  3. Select Save Items.

Mobile

The Budget Periods screen of the mobile app, with the button for a new period and the list of periods, each with its status and its spending against its budget. 10: Tap More, then tap Budgets. Tap New Period. The new period is monthly and starts today.The Budget Periods screen of the mobile app, with the button for a new period and the list of periods, each with its status and its spending against its budget. 10: Tap More, then tap Budgets. Tap New Period. The new period is monthly and starts today.
  1. Tap More, then tap Budgets. Tap New Period Marker 10. The new period is monthly and starts today.
A budget period in the mobile app, with its dates, the total budget and what is spent, and a card for each category. 2: Check the Start Date and End Date. To change them, tap a date; 3: Tap the pencil to edit the categories.A budget period in the mobile app, with its dates, the total budget and what is spent, and a card for each category. 2: Check the Start Date and End Date. To change them, tap a date; 3: Tap the pencil to edit the categories.
  1. Check the Start Date and End Date Marker 2. To change them, tap a date.
  2. Tap the pencil Marker 3 to edit the categories.
The same period in edit mode, with the choice of months to look back, the button to seed from history, a checkbox and an amount for each category, and the button to save. 3: Tap the pencil to edit the categories; 11: Tick the categories you plan for and type an amount for each. To start from what you spent before, choose a number of months and tap Seed from History.The same period in edit mode, with the choice of months to look back, the button to seed from history, a checkbox and an amount for each category, and the button to save. 3: Tap the pencil to edit the categories; 11: Tick the categories you plan for and type an amount for each. To start from what you spent before, choose a number of months and tap Seed from History.
  1. Tick the categories you plan for and type an amount for each. To start from what you spent before, choose a number of months and tap Seed from History Marker 11.
  2. Tap Save Items.

Tip

On the web, the Free plan runs one active period at a time: while one is active, New Period asks you to upgrade.

What you see

The period lists the categories you chose and their amounts. Its total adds them up, and it shows how much you have spent against it.

Add recurring items to a budget period, Get alerts when you overspend.