This topic describes the systematic instruction to Budgets. The user can view the budgets and track the progress with this screen.

The user can view the budgets they have set and track the progress of each budget on this screen. Additionally, the user can edit or delete a budget by selecting the options provided against each budget. If the spends for a particular category has increased while a budget has not been setup for it, then a recommendation is also provided to the user to setup relevant budget for the category.

1. Perform any one of the following navigation to access the screen:
   • From the Dashboard, click Toggle menu, and then click Menu. From the Menu, click Personal Finance Management, and then click Budgets widget. From the Budgets , click on the View All link.
   • In Search bar, type Personal Finance Management - Budgets, and press Enter.

   Table 5-1 Budgets - Field Description

   Field Name	Description
   Budget Image	Displays the image of the budget’s category. The initials of the budget category will appear in place of the photo.
   Category	Category under which the budget is created.
   Budget Amount	The amount set for the budget.
   Current Status	The statistics displaying the current spends as a percentage against the set budget.
   Actions	Allows the user to edit or delete the budget. The actions provided are: – The option to edit the budget. – The option to delete the budget.

   Figure 5-1 Budgets

   
   

   
   Description of "Figure 5-1 Budgets"

   
   
2. Perform anyone of following budget related transactions:
   • Click on the icon, against the budget category to edit the budget.
   • Click on the icon, against the budget category to delete the budget.
   • Click the Add a Budget option to create a new budget.
   • Click Add against the budget category to add a budget for it.