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Set and track budgets

Create monthly category budgets, use AI recommendations, and watch progress bars in Klyrr.

Purpose: Set monthly limits and see progress bars vs real spending.

  1. Menu → Budgets.
  2. Optionally run AI recommend (needs enough past expenses in that file).
  3. Or create a budget: name, amount, optional category, target file.
  4. Watch % used — over ~90% the bar warns you visually.

Tip: Start with 3–5 budgets (groceries, dining, transport) — not twenty.

Read-only members can view but not create.

Ready to follow these steps in your account?

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Related guides

Using the Klyrr dashboard Read spending, income, savings, charts, and Plan tips on your Klyrr dashboard. Review detected subscriptions See recurring charges Klyrr finds in your history and act on them in real life. Smart Search and AI Assistant Ask plain-language money questions and chat with Klyrr’s AI using your spending and Plan context. Timeline and Health Score See spending rhythm over time and a coach-style health score based on habits and budgets.