Skip to main content

๐Ÿ›๏ธ Purchases Screen | How do I see my automated budget?

Updated over a year ago

The Purchases screen shows your automated purchases budget and tracks your spending throughout the week so you can ensure you're staying on track.
โ€‹
Declining budgets protect your cash flow, mitigate food waste, and ensure sufficient inventory on hand.

Why does the 5-Out budget adjust throughout the week?

As your actual revenue comes in and your forecast adjusts, your budget does too. This means that:

  • When sales are lower, the budget shrinks proportionately

  • When sales are higher, the budget grows

How do I see my purchases budget by category?

There are two ways to see your budget by category:

  1. Select a category from the dropdown the top right corner of the chart:

  2. Scroll down on the purchases screen to se a breakdown of the budget by category

    1. Select the pen icon to update a budget by category

    2. Click the "add category" in the top right to add a new category

Did this answer your question?