New to OpenLedger? Read the Documentation
45 Guides Available Quick Start Guide
Learn AI Categorization View Guide
Have Questions? Check the FAQ
New to OpenLedger? Read the Documentation
45 Guides Available Quick Start Guide
Learn AI Categorization View Guide
Have Questions? Check the FAQ

Budgets

Know where your money goes

Create monthly or annual budgets with category-based allocations, rollover options, and visual progress tracking. Auto-fill from spending history lets AI suggest amounts based on your past patterns.

Feature illustration

How it works

Get started in three simple steps.

1

Set monthly or annual budgets for each spending category

2

Auto-fill from history — AI suggests amounts based on past spending

3

Track progress with visual indicators: green (on track), yellow (approaching), red (over)

Key capabilities

Monthly and annual budget types
Category-based budget allocation
Auto-fill from spending history using AI
Visual progress indicators (green/yellow/red)
Budget vs. actual tracking with variance reporting
Rollover budgets — unused amounts carry forward
Budget trend analysis over time

Try Budgets today

Download OpenLedger for free and start using Budgets right away.