Outbank Helpdesk

Budgets & Sparziele - iOS-Version / Funktionen - Outbank Helpdesk

Budgets

Budgets & Sparziele

Budgets 

Take control of your spending and start saving more with the help of your Outbank Budgets. 
You can choose from multiple budget types. The budgets are linked to the categories and tags you assign to your transactions. Every time you make a payment, your budgets update automatically. 

Set how often your budget repeats — weekly, monthly, mid-month, quarterly, semi-annually, annually, or as a one-time budget (perfect for vacations or special events).  
All your budgets appear in 'Reports', grouped by budget period. Each budget group has its own card. Select a card to get a quick overview of your budget progress.  

Create a new Budget 

  1. - on iOS: Tap on '+' Button in the Tabbar > 'Budget’  
    - on macOS: Open the Reports > tap on the ‘+’ Button in upper left corner  
    - on Android: Open the Reports > tap on the '+' Button > Budget.
  2. Select an icon that fits to the budget type.
  3. Enter a name for the budget.
  4. Enter the budgeted amount.
  5. Select the recurrence of your budget: weekly, monthly, mid-month, quarterly, semi-annually, annually, or a one-time budget  
  6. Choose the categories and / or tags you want to add to this budget. Note, that at least one category or one tag must be assigned to a budget.
  7. Select the accounts to include in your budget.
  8. If you allow the notifications, Outbank will remind you when you reach 90% and 100% of your budgeted amount for the selected period.
  9. Once you save the budget, it appears in 'Reports' on the matching budget card. 

Edit existing Budgets 

  1. Open the Reports.
  2. Select the budget card.
  3. Select the budget you want to edit.
  4. Tap 'Edit' on iOS and macOS or tap the 'pen' icon on Android.
  5. Tap ‘Show Connected Transactions’ to see al transactions included in your budget. 

Delete Budget 

  1. Open the Reports.
  2. Open the budget card.
  3. Select the budget.
  4. Tap ‘Delete’ in the Budget Details (on iOS and macOS ) or tap the Delete-Symbol in the upper right corner (on Android). 

On iOS and Android you also swipe to the left over the budget cell in the budget overview to delete the budget. On macOS you can also use the context menu to quickly remove the budget.