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Steps to setting up your WeMoney Budget
Steps to setting up your WeMoney Budget
Michael Stephens avatar
Written by Michael Stephens
Updated over a year ago

You might wish to set up a budget in WeMoney to help you manage your finances, to do so follow the steps below:

  1. From the Home Screen, scroll down to the ‘Budget’ feature which sits just above ‘Transactions’ - tap the arrow

  2. Set the amount you typically earn in a given month - be conservative where possible

  3. At the bottom of the screen, you can tap ‘Add a budget’ - this will bring up individual transaction categories for you to select from

  4. Select a category that you would like to set a budget for and typically spend in a given period

  5. Set a budget amount against this category from which to guide your spending

  6. Press ‘Save’

  7. Repeat steps 4-6 for additional category budgets

Now, when you go into your budget, you will be able to see how much you have spent in this current month relative to your budgeted amount - you may need to tweak this periodically until you are comfortable with it.

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