Budget Bars

The Budget Bars provide a detailed graphical view of how you're managing your budget.

This feature will be automatically displayed on your Summary Page once you have created a budget.

You can access the Summary page by selecting it at the top of the side bar.

If you previously removed the Budget Bars from your Summary page, you can re-add this feature within your Summary Page preferences.

Using Budget Bars -

Click on the double arrows at the top left of the Budget Bars box.
This allows you to select the time period you would like to monitor.

BUDGET_BARS.png

Each bar corresponds to a budgeted category.
The bar itself has several features -

  • Category Name
    Directly above the bar, on the left.

  • Budgeted Amount
    Directly above the bar, on the right.
    This number represents the total budgeted amount for the selected time period.

  • Actual Spending Amount
    Located in the budget bar, on the left.
    This shows the current spending in this category for the selected time period.

  • Colour
    The colour of the bar shows where you stand in relation to your budget.
    This is based on a customizable colour warning system.

  • Bar Length
    Current actual spending for the selected time period is represented as the horizontal length of the coloured area.

  • Over Budget Limit
    When viewing a budget item in which you have overspent, a vertical line will appear in the budget bar to mark 100% of the budgeted amount.
     

Hovering your cursor over any of the budget bars will display the percentage of your budget that is already spent for the specified category.

Hovering your cursor over the budgeted amount for the category (the amount on the right of the bar) will show the interval, time period, and budgeted total for that category.

Budget Bar Settings -

Right-click on any bar to amend it's position in the Budget Bars box.
You can move the bar up or down, or completely delete it from the box.
 

Choose "Settings" at the top right of the Budget Bars box to amend the displayed data -

  • Specify which budget you'd like to view.

  • Choose which categories you'd like displayed in the bars.

  • Enable if you'd like to "Show Full Category Names".
    With this enabled, subcategories will display the parent name.
    e.g. the category "Electric", will display with as "Bills:Electric"

  • Choose the percentage of your spending that will flag the budget bar as a "Warning" (default 90%) or as "Over" the budget (default 100%).

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