features

Budgets & Category Limits

Set monthly budgets with per-category spending limits. Track your pace throughout the month.

by greg 4 min read

Budget modes

beanies.family offers two budget modes:

  • Fixed amount — Set a specific monthly spending limit (e.g. $3,000)
  • Percentage of income — Set a savings target as a percentage, and the spending budget is calculated from your actual income (e.g. save 20% = spend 80%)

Category limits

Within your budget, you can set limits for individual spending categories (e.g. $500 for Food, $200 for Entertainment). Category cards show a progress bar and status:

  • OK — Under 75% of the limit
  • Warning — Between 75% and 100%
  • Over — Exceeded the limit

Pace status

The budget summary card shows your pace status — how your spending compares to where you should be at this point in the month:

  • Great — Well under pace
  • On Track — Spending is roughly on pace
  • Caution — Slightly ahead of pace
  • Over Budget — Already exceeded your monthly budget