Basic Budgeting

What it is

Basic Budgeting allows you to set spending limits for different categories and track your progress throughout the month. See at a glance whether you're on track to meet your financial goals.

Why it matters

Without a budget, it's easy to overspend without realizing it. By setting clear spending limits and tracking your progress, you can stay in control of your finances and work toward your financial goals.

How it works

1. Set Budgets: Create budgets for any category, such as:

   • Groceries
   • Dining Out
   • Entertainment
   • Shopping
   • Transportation

2. Track Progress: As you spend, Copia automatically tracks how much you've used against your budget.

3. Visual Indicators: See at a glance whether you're:

   • Under budget (green)
   • On track (yellow)
   • Over budget (red)

4. Monthly Reset: Budgets automatically reset each month, but you can adjust them anytime.

User benefit

This helps you stay within your spending limits, avoid overspending, and work toward your financial goals with clear, actionable insights.

Getting Started

1. Navigate to the Budget section
2. Click "Create Budget"
3. Select a category
4. Set your monthly spending limit
5. Start tracking!