NEXO

How do I set a budget?

A budget is a spending limit for one category, per week or per month.

Personal budgets: go to Settings → Budget limits and tap +.

  1. Pick the Category, e.g. Food & dining.
  2. Choose how often it Repeats: Monthly or Weekly.
  3. Enter the limit, e.g. ₱5,000.
  4. Save.

Personal budgets count your own spending plus your share of shared expenses. If Alex and Sam split a ₱1,000 dinner, ₱500 counts toward Alex's Food budget.

Space budgets: go to the Shared tab → Share invite code (Manage Space) → Budget limits. Space budgets:

  • count the whole amount the space spends, not one person's share
  • are shared by everyone in the space, so anyone can add or change them
  • are in the space's currency

Each category can have one budget. Monthly budgets follow your month start day (see Can my month start on payday?).

See how you're doing: Reports → Budget vs actual (personal) and the space report (space budgets). If you go over, the budget shows "Over by ₱…".