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ExpensesUpdated May 20261 min read

How to Set and Track Expense Budgets

Set a spending limit per category and see how much of it you have used before the period ends.

A budget is a planned figure for a category over a period. AstaBill compares it against what you have actually spent, so you find out you are over budget while you can still do something about it.

To create a budget

  1. Click Expenses in the left menu, then Budgets.
  2. Create a budget and choose the category it applies to.
  3. Enter the amount you plan to spend.
  4. Choose the period: Monthly, Quarterly, or Yearly.
  5. Save. The page then shows planned against actual for each budget.

Set budgets from what you actually spent last year rather than from what you wish you had spent. A budget you breach every month stops being information.

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