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.
- Menu → Budgets.
- Optionally run AI recommend (needs enough past expenses in that file).
- Or create a budget: name, amount, optional category, target file.
- 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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