How the Budget tab works

Underfunded: categories that still need money for their goal.
Overspent: categories that spent more than they had.
With Goal: every category with a goal, also the ones on track.
Snoozed: goals you skip this month.

The Budget tab is your plan for the month. Here you assign money to your categories and see how much is left in each one.

At the top

The month: tap it to see another month. See How a month works .
To Assign: the money you have not planned yet. At zero, this card goes away. If it turns red, you assigned more than you have. See Assign money .
Alerts: what needs money, each with its fix. See What the budget alerts mean .

On the left are the emoji and the name. Without an emoji, you see the name's first letter.
A thin bar under the name means the category has a goal. See Set a goal .
On the right, the top amount is Available: what is left to spend. Below it is what you assigned this month.
On a wide screen, like an iPad, you can see three columns instead: Assigned, Spent and Available. If the details beside the list leave too little room, close them with .
Each group's header shows the totals of its categories. Tap its name to fold the group or open it again.

A category's Available amount and its goal bar turn red or orange when it is short of money:

Otherwise, Available keeps its normal color and the goal bar is green. A gray bar means you snoozed the goal this month.

Tap a category to type a new amount to assign. Below it are Quick-Assign, Move Money and . On a wide screen, this can open beside the list.
Touch and hold a category for more: Add Transaction, Move Money, Set Goal, Show Activity and Manage Category. With a goal, you see Edit Goal and, depending on the goal and month, Snooze this month.

Tap at the top and type part of a category or group name. Or tap a filter. Tap to close the search.

opens edit mode, where you add and sort categories. See Add, rename, hide and delete categories .
Hidden categories are under Hidden at the bottom of the list.