Allocate Team Allocate 101

How do I set up my budget?

Go to Budget in the sidebar. You'll see recommended amounts based on your actual spending history. Toggle categories on or off, adjust the dollar amounts, and hit Save. You can also add custom categories (like "Wedding" or "Side Hustle") by clicking "Choose category" and typing a new name. Your budget tracks automatically against your real spending — check the dashboard widget to see how you're doing.
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