Financial Control & Overspending Prevention
Take proactive control of company burn rate or personal expenses by establishing monthly budget limits per category.
Setting a Monthly Budget
- Select Budget from the sidebar.
- Choose the target month and year using the date selector.
- Click + Set Budget Limit.
- Select the target category and specify the maximum limit in your workspace currency.
Visual Progress & Alerts
Progress bars dynamically display current spending against target caps with intuitive status badges (Normal, Warning at 80%, and Exceeded at 100%).