How to use Budget by Category (iOS only)

If you would like to enable and learn how to Budget by Category feature, follow the steps below.

*If you are using the free version of the app, please subscribe to Moneytree Grow. If you are using Moneytree Work, you will still need to subscribe separately to Moneytree Grow. *This feature is not aligned with Custom Spending Cycle. *For frequently asked questions please refer to this link

1.On the orange screen tap the “Notification” tab in lower right corner.

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2.Go to notifications Settings view and tap on “Budget by Category” field. Budget by Category notification is enabled by default. However, you will have to create the budget yourself.

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3.Tap on “Create a budget”.

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4.Tap “+” and select any category you think your budget should include.

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5.Set the amount and tap “Done”.

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6.Tap on “Back” and save the setting. Once you set a spending limit for a category, the same spending limit will be set for next month unless you change it. *Even if you set the spending limit in the middle of the month, it is set for the remaining of the current month.

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7.You can modify existing budget and change the amount. It is also possible to delete the budget. To delete, tap “View existing budget”

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8.Select any existing budget and tap “Delete”.

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