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How to set up Budget Control?
How to set up Budget Control?
can kivanc avatar
Written by can kivanc
Updated over a week ago

  1. Go to the ‘Rules’ tab on the left-side menu, then go detail of the ‘Budget Control’

  2. Click on ‘Create Budget Alert’

    3. Name the alert with ‘Budget Alert Tag,’ enter the total ‘Budget Amount,’ add ‘Trigger’ it can be positive or negative with (-), enter the date range, and select the group type, and you are ready!

    Don’t forget to enable the ‘send an email for alert’ button if you want to be notified about your budget over/underspending.

    Then you are ready to track your budget!

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