How can I set up a Budget in the Outbank App? - iOS-Version / Budgets & Savings Goals - Outbank Helpdesk

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How can I set up a Budget in the Outbank App?

Create a budget plan in your Outbank App, to control your spending and save money.

You can choose from several different budget types. The budgets are linked to the categories and tags you assign to your transactions. This way, with every new transaction, your budgets get updated automatically.

Please note that budgets only work, if you categorize or tag your transactions.

Follow the steps below to create a new budget:

  1. In the iOS-Version: Click on '+' Button in the Tabbar > 'Budget' or go to 'Reports' >'Budgets' and tap on the '+' sign in the top right corner.
    In the Android and Windows 11 / Amazon FireOS Version: Go to 'Reports' and tap on the '+' sign in the bottom right corner.
  2. Select an icon that fits to the budget type.
  3. Enter the budgeted amount.
  4. Select the recurrence of your budget.
  5. Choose the categories and / or tags you want to add to this budget. Note, that at least one category or one tag must be assigned to a budget.
  6. Select the accounts to include in your budget.
  7. If you allow the notifications, Outbank will remind you when you reach 90% and 100% of your budgeted amount for the selected period.
  8. After saving your Settings, your budget will be shown in 'Reports' under 'Budgets'.

The budgets are grouped by budget period. Each budget group has its own card in the Reports.