MONITOR - Budgets
The Budgets Monitor displays an overview of your budget progress for the past 4 weeks (prior to last imported transaction), or for previous months. From this window you can easily view budget details and graphs, as well as access your transactions and modify your wallet and credit card details.
COMPARISON DETAILS
You can select to view a budget overview for past months or for the 4 weeks prior to your last imported transaction. You can only view budget information between your first and last imported transactions. To view further information please import any missing or previous statements.
Having selected a period to display the budget overview for, it is possible that you have not fully imported or categorized transactions for that date range. This may affect your results.
FACTORS EFFECTING YOUR BUDGETS ACCURACY
There are factors that may affect the accuracy of your budgets progress. These shall be detailed at the top of the budget monitor window. You can easily show or hide these factors.
Using these links you can jump straight to Categorise your transactions, Import new transactions or Allocate cash purchases.
VIEWING YOUR BUDGET PROGRESS
Your budget progress is clearly displayed in the Budgets monitor using a series of simple graphs. These graphs indicate how much of your budget you have spent.
Where you have exceeded your budget you will be able to clearly see how far over you are. Your current budget and any excess is listed in the columns ‘Budget’ and ‘Actual’.
Green represents your budgeted spending. When the bar is only green, you are within your budget. The bar indicates how much of your budget has been used.
Yellow represents a slight overspending. You will be able to see how much you have spent over your budget in the “Actual” column.
Red presents a warning that you have overspent by a significant percentage. The amount you have spent is listed in the “Actual” column.
By default the Budget Monitor will display your budget progress for the past 4 weeks (prior to last transaction imported), you can select a different month to Compare from the drop-down menu at the top of the screen.
VIEWING BUDGET DETAILS, TRANSACTIONS & GRAPHS
By clicking on the name of a category you can view further details about your budget progress (and past budget success) including transactions and graphs. 
You can also modify the details of that budget category and how it presents.
Select the details that you wish to view.
View Transactions
Displays a detailed breakdown of your budget for that category, with your transactions in a monthly breakdown along with any budget items. You can add and edit budget items from this page.
View Graph
Displays a 12-month comparison graph, to show how your spending/earning has compared to your budget over any 12-month period.
Modify Details
Select the options for how that category includes and displays in budgets.
You can choose to always display your budget progress, or only show when your spending exceeds your budget or is predicted to based on a weekly trend.
Exclude income/refunds will exclude and income or refunds against that category.
