How to use Budget Tracker

The Budget Tracker lets members log income and expenses, organize them by category, and watch their balance update.

Enable it

Owners turn this on from Admin -> Module Store -> find Budget Tracker -> toggle on.

Where to find it

Once enabled, members open it at /budget from the community navigation.

What you can do

• Add a transaction with the inline form: enter an Amount, a Category, and an optional Description.
• See your totals up top: Income, Expenses, and Balance.
• Switch between the Transactions, Categories, and Challenges tabs.
• Manage your categories under the Categories tab and join community savings challenges under Challenges.

Related

• The Module Store (Admin -> Module Store)