1. From the Dashboard, scroll down to the bottom to see your active budgets. Tap on the Create button next to Your Budget to create a new budget. Select the category of the budget, select whether you want this budget to repeat every month or if it should only be valid for this month and then press Save.
2. You can also navigate to the Money screen from the bottom navigation, and tap on the Budget button in the center of the screen. 

                 a. Tap on the Create button next to Your Budget to create a new budget. Select the category of the budget, select whether you want this budget to repeat every month or if it should only be valid for this month and then press Save.

                 b. Scroll down and tap Set Budget against the category you would like to create it against. Select whether you want this budget to repeat every month or if it should only be valid for this month and then press Save.

Creating a recurring budget will create it upto the end of the Year. Transactions you create in the month you have a specific category budget will be automatically logged into the budget.

Do you want to create a budget against a Custom Category? Create a custom category and then create a budget against it. (Link to Create Custom Category)  

To delete a budget Tap on the Budget you want to delete from the Dashboard or from the Budget Detail screen. 

Tap on your selected budget, and press the dot menu on the Budget card. Select Delete, and confirm your choice

Note: Recurring budgets will have to be deleted individually.

To edit a budget, tap on the Budget you want to edit from the Dashboard or from the Budget Detail screen. 

Tap on your selected budget, and press the dot menu on the Budget card. Select Edit, change your selected budget limit, and confirm your choice. Once created budget categories and frequency cannot be edited, only the limit can be edited.

Note: Recurring budgets will have to be edited individually.

To view what you’ve spent in the month against a particular budget, tap on the Money screen from the Bottom Navigation, and press the Budget button in the middle of the screen.

You’ll see an overview of your month’s spending against your set budgets. Use the time intervals near the top of the screen to view how you spent against your budget in earlier months, and what budgets you will have next month.

To see a specific Budget, tap on the Budget you want to view. Use the time intervals near the top of the screen to view how you spent against this budget in earlier months.

When you join Hysab Kytab, we automatically create a Savings account for you, this is where all your goals and general savings are stored. 

Saving Goals are for you to bring purpose to your savings by attaching your goals to them. 

Use the bottom navigation to navigate to Savings. Tap Create next to Your Savings Goals.

Add in the amount you’re looking to save, and by when you want to have the amount saved. Name your goal, add a tag, and an icon to help you categorize your goal. Tap Create Saving Goal to finish creating it. 

We recommend that you start planning larger amounts in advance so your monthly savings requirement is lower and more actionable. 

Use the bottom navigation to navigate to Savings. Tap on the dot menu on the Saving Goal card you want to delete, and select Delete.

This deletes the goal, but does not remove the amount from your Saving Goal. To remove that amount, create a Transfer transaction (link to Create Transfer transaction) from  your Savings account to the account you want it to be reflected in. 

Use the bottom navigation to navigate to Savings. Tap on the dot menu on the Saving Goal card you want to edit, and select Edit.

You can edit all the details you’ve entered in the Saving Goal. 

Use the bottom navigation to navigate to Savings. Tap on the Saving Goal you want to save against, and press Create next to the Recent Transactions. 

Add in the amount you’re putting aside for this goal and select the account you want to save this from. 

Press Add Saving Transaction to confirm the savings.

This will virtually move the amount from the selected account to the Saving Account. 

To move this back to the original account create a Transfer transaction (link to Create Transfer transaction) from  your Savings account to the account you want it to be reflected in. 

Use the bottom navigation to navigate to Savings. Tap on the Saving Goal whose saving transaction you want to delete. 

Tap on the dot menu on the Transaction Card, and select Delete. Confirm your choice. This will reverse the transaction and return the amount back to the Account you saved from.

Editing a Saving Transaction is not possible at this time.

Instead, you can delete the transaction (link to Delete a Saving Transaction), or add a new one (link to Add Saving Transaction).