Surplus
  • Surplus: Expense Tracker
  • Transactions
    • Recording Expenses
    • Recurring Expenses
  • Buckets
    • What are Buckets?
    • Bucket Categories
    • Budgets
  • Transction Sync
    • Linking Accounts
    • FAQs
    • Automation
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    • Surplus Pro
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  1. Buckets

Budgets

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Last updated 3 years ago

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Budgeting is a great way to plan and track your spending. In the Surplus app, you can set budgets for a specific bucket when viewing a bucket's details screen and tapping on the "Set Budget" button.

When a budget is set, the app will also display a progress bar for a bucket's card in the dashboard.

Associating budgets with buckets can help you set spending limits on a variety of related transaction types.