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The 12-Month Budget allows you to set up a comprehensive, yearly plan. You can budget recurring income and expenses, seasonal variations, infrequent events like tax payments, or special events like Vacations or Holiday plans. On the budget setup view, you can see your 12-month plan, including the net of your inflows and outflows per month, as well as the cumulative yearly total.

Once your budget is in place, the budget view allows you to track your progress as the month progresses. Highlighting areas where you overspend (or spend less than expected) by month, drill down to see the actual spending in a particular category , or see see cumulative year-to-date total to see how you’re tracking across multiple months.


  • Adjustment
  • Transfer
  • Transfer: Credit Card Payment (or any other subcategory under the “Transfer” category)

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