💰 Budgeting

Track expenses, manage budgets, and share a workspace with your household or team.

What Budgeting Includes

• Expense tracking — log and categorize every transaction
• Budgets — set spending limits per category and watch progress
• Reports — see where your money goes

Workspaces

Your Budgeting data lives in workspaces. The owner creates a workspace and can invite family members or teammates to share it. Each member can be an editor (can add and change entries) or a viewer (read-only).

• Go to Budgeting → Workspaces to manage yours
• Invite members with the Invite Members button (Family plan)
• Accepted invites add the member to the workspace with the role you chose

Plans

• Free — basic budgeting for one person
• Plus — more workspaces and features
• Family — up to 5 members with workspace sharing and invites

Upgrade, downgrade, or cancel anytime from Account → Subscription. Your Budgeting plan is separate from your POS plan.