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Category Budgets Guides

Category Budgets are MoneyCoach monthly budgets for real spending categories and subcategories. Use these guides to set up Category Budgets, read details and history, top them up, transfer budget between categories, and rebalance your plan when spending changes.

Category Budgets

How To Create Category Budgets in MoneyCoach

How To Create Category Budgets in MoneyCoach

Learn how Category Budgets work and how to create one in MoneyCoach.

How To Use Category Budget Details and History in MoneyCoach

How To Use Category Budget Details and History in MoneyCoach

Learn how to read Category Budget details, yearly history, key metrics, transactions, and budget actions in MoneyCoach.

How To Top Up a Category Budget in MoneyCoach

How To Top Up a Category Budget in MoneyCoach

Learn what budget top-ups are and how to add extra money to a Category Budget for the current month.

How To Transfer Between Category Budgets in MoneyCoach

How To Transfer Between Category Budgets in MoneyCoach

Learn how to move planned budget from one Category Budget to another in MoneyCoach.

How To Rebalance Category Budgets in MoneyCoach

How To Rebalance Category Budgets in MoneyCoach

Learn what Rebalance Budgets does and how to use it to adjust Category Budgets based on current spending.