How budget figures are calculated
Limit, spent, remaining and over-budget, defined.
- Limit: the monthly amount you set for the category, plus anything carried from last month if rollover is on.
- Spent: posted expenses in the month minus refunds. Reversed transactions net to zero.
- Remaining: limit minus spent.
- Over by: how far spent is above the limit.
- Used: spent as a percentage of the limit. At or above your warning percentage the category shows a warning; above 100% it shows as over.
Months follow your timezone. A purchase just after midnight in your timezone belongs to the new month, even if it is still the previous day elsewhere.