What you’ll accomplish
Add one overall monthly budget to compare with all eligible expenses in the active Nestiva workspace.
How to do it
- Open Settings
Use the profile menu from Home and open Settings.
- Find the monthly budget
Open the finance settings for the active workspace.
- Enter the limit
Set the total amount in the workspace default currency.
- Save and return
The Expenses summary uses the new overall limit.
Before you finish
Check that you are in the intended Personal or household workspace and review the saved result. Nestiva keeps each workspace separate so the same action can produce different records or settings depending on the active space.
Next Expenses guide