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Set up a monthly budget that warns you

Plan your month, add the bills you expect and get an alert before you overspend.

This recipe sets up a month where your bills are listed, your spending is compared with a plan, and your phone warns you before you go over.

The idea

Four tasks, in this order. The first two make the plan, the third warns you, and the fourth records what you pay.

How the tasks connect

Create the budget period Add recurring items to it Record what you pay Apply each recurring item Set a budget alert

Steps

  1. Create a budget period: set the month’s dates and an amount for each category.
  2. Recurring items: list the bills you expect, then add them to the period.
  3. Get alerts when you overspend: turn on the overall alert, for example at 80%, and one for the category you watch most.
  4. Record an expense as you spend. When you pay a bill, apply it from its pending item.

What you get

You see the month’s plan against what you spent, your bills as pending or applied, and a message from the app once your spending reaches the threshold you chose.

Create a budget period, Get alerts when you overspend.