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How do I create a budget?

Step 1. Go to Personal and open the Budget & Spending tab.

Step 2. Set a monthly limit for each spending category you want to keep an eye on.

Step 3. myaccountant tracks your actual spending against each budget, so you can see at a glance where you're under or over.

Tip: budgets rely on your transactions being categorised. Keep the Categorisation Health bar high (on the Personal page) so your budget figures are accurate — see How do I track personal finances?

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