Introducing Plans - Unique ways to create budgets and checklists

Creating a Plan

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Start by giving your plan a name and customise it with an icon and colour.

On clicking "Next", you have two options

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You can either create a Budget or a Checklist

Budgeting

Use the "Add a Budget" option to create a Plan for your Budgets

You will be asked to enter the budget amount

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Enter the amount and click "Save". You will be directed to the Plan's detail screen

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View your Progress

The Plan Detail Screen provides a progress bar that shows how much of your balance is used up. It also shows you the "Spent" and "Balance" Amounts.

You can add Transactions to your Plan directly by using the Plus Button. Or use the "Make Default" option - this will ensure that every subsequent transaction always gets added to this Plan. This is particularly useful if you are using your Plan as a monthly budget management tool.

Know your Limit

There are multiple ways Plans constantly remind you to know the budget limit