How do I edit my budget?

You can update your budget manually or ask AI Advisor to recommend and apply changes for you.

Update your budget with AI Advisor

Open AI Advisor and ask it to update your budget. For example:

• “Update my budget.”
• “Recalculate my budget based on my spending.”
• “Help me adjust my monthly budget.”

AI Advisor will review your financial information and explain its recommendations before showing you the proposed changes.

Review the updated income, savings target, and category limits, then confirm the changes to update your budget.

Edit your budget manually

To make changes yourself:

1. Select Budget from the main navigation.
2. Click the Edit Budget button (pencil icon).
3. Update the budgeted amount for the categories you want to change.
4. Select Save.

Your updated category targets will then be reflected in your budget.

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