Budget Manager add-on

On your home screen, tap the Add-ons icon in the top left-hand corner.

You are now in the Add-on Store. Tap the search icon in the top right-hand corner.

Type “Budget manager" into the search bar and find the Budget Manager add-on tile.

Tap the ADD button.

Your Budget Manager add-on is now loaded onto your home screen

Tap DONE to return to your home screen

Your Budget Manager add-on will now appear in the Add-ons drawer in the lower section of your home screen.

Note:
You can swipe up on this section to see all your app add-ons.

The Budget Manager add-on takes the stress out of budgeting by helping you create a budget based on your previous spending habits, so that you can track your spend.

Tap on the Budget Manager tile to view more details.

Have a look at your pre-populated budget, to take the hassle out of setting up a budget from scratch.

Tap the START button to get started.

On your Budget Manager Overview screen you can view:

• Money spent: provides a summary of your spend against your total budget
• Savings: gives you a view of how much you have saved in the selected budget period
• Money in: your income, for you to manage your budget within your monthly income

Tap the pencil icon (edit button) to customise your budgeting period.

Choose the start date for your monthly budgeting period, based on what works best for you.

Then tap on UPDATE START DATE to save your selection.

Tap on the Money spent tile to see more information about your budget.

Here you will see how much you have left to spend of your monthly budget.

Select the date range that you would like to view and use the category budget below to track your spend against your budget.

Now tap on a Category card to view more details about your spend in that category.

Use this view to see how your spend in relation to your budget, has changed over time.

You can also:

• set your Budget amount to keep track of how much you spend in that category by tapping on the pencil icon (edit button) to customise your budgeting amount
• view spend transactions to see how you’ve spent within this category.

You can move a transaction from one category to another by simply tapping on the menu next to the transaction.

Now tap on the category you would like the transaction to be moved to.

If you have other similar transactions you would like to move at the same time, select the transactions from the list and tap on MOVE.

Alternatively, you can move just a single transaction by tapping MOVE without selecting any other similar transactions.​

The transaction/s will then be moved to the new selected category.

Tap the back arrow as needed to return to the Budget Manager Overview screen.

The Savings tile gives you a view of how much you have saved compared to your money spent. Tap the tile to view more detail.

View your savings transactions here and keep track of how much you’ve saved.

Set a savings goal by tapping on the pencil icon (edit button).

Recategorise transactions to other categories if you need to move transactions around.

All done! Tap the back arrow as needed to return to your home screen.

Use Budget Manager regularly to stay on top of your spend and take the stress out of budgeting.