Using Recurex
Budgets
Set monthly or yearly spending envelopes by category.
Budgets (/budgets) are envelope-style caps that track how much of a category you're spending each period.
Creating a budget
| Field | Notes |
|---|---|
| Name | e.g. "SaaS tools" |
| Amount | Cap in the chosen currency |
| Currency | Must match expenses to count |
| Period | monthly or yearly (yearly caps are normalized to monthly for comparison) |
| Category | Optional — leave blank for catch-all in that currency |
| Type | Optional personal or business — blank matches both |
How matching works
An expense counts toward a budget when:
- Same currency
- Budget type matches expense type (or budget type is unset)
- Budget category matches expense category exactly (or budget category is unset)
Only active expenses contribute. Paused, cancelled, and planned expenses are excluded.
Progress display
Each budget card shows spent vs cap as a percentage. Budget cards also appear on the dashboard for at-a-glance status.
Editing and deleting
Click a budget card to update amount, period, or notes. Delete removes the envelope without affecting underlying expenses.