What you’ll accomplish
Set a monthly spending limit for groceries, transport, utilities, or another Nestiva expense category.
How to do it
- Open budget details
Go to Expenses and open the budget controls from the spending summary.
- Choose a category
Select the category you want to plan.
- Enter the limit
Use the workspace default currency and enter a realistic monthly amount.
- Save
Nestiva begins comparing this month’s category spending with the 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