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Projects

What does this do?

Gather spending for big things like a renovation, wedding, baby or trip under one heading. Mark a tag as a project and spending from different categories adds up there.

How to do it

  1. Create a project; optionally set a budget and date range.
  2. Add the project tag to your transactions (from the transaction detail).
  3. Track total spending and remaining budget on the card; click it to see tagged transactions.

Why it matters

A project budget shows the real cost of that effort regardless of categories.

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Related Topics

BudgetDivide expected monthly income across buckets by percentage ratios; each bucket's spending limit is computed from these targets.Budget BucketA bucket is a spending envelope dedicated to a category: groceries, transit, dining, etc. Income is divided across buckets by target ratios.
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Budgeting for real life. Payments are processed by Paddle, our Merchant of Record.

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