Open the book
The bar chart icon in the top right leads to the statistics. Everything about budgets lives there, not in the book settings.
Go to Planning
The statistics are grouped into five areas. Budgets sit under "Planning", together with savings goals and the spending plan. On the free plan Planning opens on the spending plan.
Read the budget tab (Pro)
Every budgeted category shows a bar: spent versus budget. The colour is the quick signal: a category that has tipped over shows red, one that is close shows amber. The budget tab is part of GoodShare Pro; on the free plan its amounts are blurred. Setting budgets stays free.
Optional: the spending plan
The spending plan sorts the same data into needs, wants and savings: the 50/30/20 view. Useful if you want to judge the shape of your spending rather than individual categories.
Frequently asked questions
Yes. Open the book settings, go to the budget section and adjust the amounts. When you save, GoodShare asks when the new budget applies: "From this month", "From next month" or "For past months too". Past months otherwise keep the budget they had.
By default nothing: every month starts fresh. If you switch on budget carry-over in the book settings, what is left over is added to next month's budget.
Yes. In a shared book the budget belongs to the book, so everyone sees the same figures.