Setting a Budget Spending Target in Money Manager

  1. Step 1

    Select Money Manager from the top navigation bar. (Agree to the Terms and Conditions if it's your first time using the tool.)

  2. Step 2

    Select Budget from the navigation bar.

  3. Step 3

    Indicate the tags or categories you would like to track (e.g., "Fast food," "Restaurant," "Coffee," or "Lunch").

  4. Step 4

    Name your spending target (e.g., "Dining out").

  5. Step 5

    Set your monthly limit. Money Manager will show your average spending for that category so you can use that as a benchmark for your new goal.

     

  6. Step 6

    Click the Add Spending Target button to finish setup.

Live Chat