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How to manage your Budget
Updated over a year ago

How the Savings bucket work:

  • Based on the concept of 60/30/10 rule, we classified categories into different buckets to suit this model.

Some examples of the Savings applied to this bucket:

  • Retirement Contributions

  • Round Up

  • Transfers into Savings accounts

  • Securities Trades

Current limitations:

  • Only transactions that are categorised as one of the categories in the Savings bucket can be shown in the Expenses graph

  • The savings bucket doesn’t show your savings account balance

  • Savings categories are not showing how much money is left over from user spending in that budget period.

We are continuously working to improve the way our budget logic is defined and release fixes to help improve this visualisation.

Select the statement that best matches your issue:

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