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

What are Buckets?

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Last updated 3 years ago

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Every transaction should belong in a Bucket, which is a form of grouping similar transactions. Each bucket is either a need, want or a saving bucket. To start we provide you with three buckets conveniently named Essentials, Wants and Savings. You can edit and add buckets that best fits your spending habits.

For example, if your are a big spender on eating out, then creating an "Eating Out" bucket with a wants category will help you keep track of relevant transactions as well set specific budgets.

You can create and mange your buckets by tapping on the "three dots" icon on the top right of your bucket list on the Dashboard screen.

You can customize your bucket's name, emoji and color to create a colorful and expressive dashboard.

The free tier allows up to 4 buckets at a time. You can unlock unlimited buckets by purchasing

Surplus Pro