Help / Finances
Budgets & recurring bills
Monthly budgets with rollover and a Left-to-assign line — and the recurring charges PES spots before they surprise you.
Last updated July 31, 202601
Budgets
The Budget tab sets monthly amounts by category, with Left to assign keeping the arithmetic honest. Copy last month starts each month in seconds, and rollover carries what a category didn’t use into the next month when you want it to.
02
Amber, not alarms
Going over target shows in amber — information, not a scold. The budget exists so you decide on purpose; it isn’t a parent.
03
Recurring bills
The Recurring tab lists the charges that repeat — detected from your ledger with estimated monthly cost and what’s coming up next. Upcoming bills also surface on the Overview, so the month’s obligations are visible before they land.