Budgets¶

Budgets rely on the category management. A budget is a limited amount of money that can be spent for a category and it’s sub-categories.

This feature finds transactions of the current month that match the configured category and it’s sub-categories. These transactions will then be summarized into a value that was spent on the budget.

The transactions can be seen in your Budget Manager if you click a Budget.

The transactions of a budget are only filtered for the categories and the current month, making it possible to analyze a Budget accross multiple accounts which is pretty neat if you want to keep track of your money in terms of where you spend it.

Of course, it does not prevent you from spending money.

Creating a Budget¶

Go to your Budget Manager and click the plus icon in the top-right corner.

Enter your title and your limit. Then select a category that should be used. Select the currency and the category your budget will limit.

Modifying a Budget¶

Go to your Budget Manager and expand the desired budget by clicking it. Then you can see the pencil icon in the top-right corner of the budget’s card.

Change the fields as you desire, dont’t forget saving your changes afterwards.

Deleting a Budget¶

Open the Budget modification form. In the bottom-left corner you can find the trashcan icon that will remove the budget.

Keep in mind: Deleting a Budget will not remove any other data from EuroKeep.

Visualizing Budgets¶

Any Budget that you create will appear on the home screen of EuroKeep. This item will only show a progress bar for the budget. The bar represents the available amount. The shorter it gets, the less money is left for that budget.

Clicking on a budget here will bring you right to your Budget Manager and expand the Budget you just clicked. This reveals a more detailed view on that budget - It tells you the limit, the remaining amount or the exceeded amount. Also, it shows all transactions that were found in the current month that were used to build the amound of spent money. From here, you can e.g. edit a transaction directly.