Set up a budget

A budget is a monthly cap on a single expense category. CiviQ tracks spend against it and shows a status badge per card.

Create

1. 1
   Open Budgets in the sidebar
2. 2
   Tap "Create budget"

   The Add budget dialog opens with the subtitle "Cap monthly spend for a category."
3. 3
   Enter the monthly amount

   The cap in rupees.
4. 4
   Pick a category

   One of: Food & Dining, Transport, Housing, Bills & Utilities, Shopping, Health & Fitness, Education, Entertainment, Personal, Other.
5. 5
   Tap "Add budget"

   The budget appears on the Budgets page immediately.

Edit or delete

• Edit: card three-dot menu → "Edit budget" → change amount → "Save changes"
• Delete: card three-dot menu → "Delete budget"

Status badges

• 🟢 On track — under 75% of the cap
• 🟡 Watch this — 75% to 94%
• 🔴 Act now — 95% or more

The right panel

• "Budget health" — overall percentage used across all budgets
• "Spending without a budget" — categories you spent in this month with no cap set; tap "Set limit" on any row to create one