Budget
The Budget page is the heart of savr. Each month you decide how every dollar is spent before it leaves your account.
Reading the budget
| Column | What it shows |
|---|---|
| Category | The spending category |
| Target | Your goal for this category (if set) |
| Budgeted | How much you assigned this month |
| Spent | Actual spending recorded so far |
| Available | Budgeted minus Spent (carries rollover from prior months) |
The To Be Budgeted banner at the top shows how much income is still unassigned. It turns red if you’ve over-assigned.
Assigning money
Click any amount in the Budgeted column and type a new value. Press Enter or click away to save.
Fill to target
Click the ↓ button on a category to automatically fill it based on:
- Underfunded — tops up to the target amount
- Assigned last month — copies whatever you assigned last month
- Spent last month — matches your actual spending from last month
Auto-Assign
The Auto-Assign button (top right of the budget table) fills all categories at once. Choose a strategy and savr will cap each category at your To Be Budgeted balance so you never go over.
Fill by Targets
Fills all categories that have a target set to their target amount in one step.
Moving money
If you overspend in a category and don’t want to add more income, move money from a category that has surplus.
- Click the transfer icon (⇄) on the destination category.
- Select the source category.
- Enter the amount to move.
Covering overspending
When a category goes negative (red), a Cover button appears. Click it to pick another category to pull funds from.
Targets
A target tells savr how much a category should receive. Targets power auto-fill and show you at a glance whether a category is on track.
Setting a target
Click Set target (or the existing target badge) on any category. Choose a type:
| Type | Description |
|---|---|
| Monthly | A fixed amount each month |
| Weekly | Multiplied by weeks in the month |
| Yearly | Divided evenly across 12 months |
| Custom | A specific amount by a specific date |
Enable Rollover if unspent money should carry forward (good for irregular expenses like annual subscriptions).
Spending transactions
Click any amount in the Spent column to see all transactions charged to that category this month.
Budget history
Click the clock icon on a category to review every allocation and money move made in that category this month.
Navigating months
Use the ← → arrows to move between months, or click This month to jump back to the current month. Past months are read-only — you can review them but not edit allocations.
Hidden categories and groups
You can hide categories or groups you don’t use often without deleting them. Go to Categories to hide or unhide items. On the Budget page, click Show hidden (appears when hidden items exist) to temporarily reveal them.