Budgets & Goals 1 min read

Budgets

Set monthly spending limits and track progress.

In this article

Setting up budgets
Rollover and history

Setting up budgets

Go to Planning and select the Budgets tab. Set a monthly limit for any category or category group. Venova shows a progress bar and alerts you when you approach or exceed your limit.

You can also create flex pools: groups of categories that share a combined budget. For example, pool "Food" and "Dining Out" under a single "Eating" budget.

Rollover and history

Budget rollover is opt-in per category. When enabled, unspent or overspent amounts carry into the next month. This is useful for irregular expenses like car maintenance.

Budget history is tracked month over month so you can see how your spending habits evolve and whether your limits are realistic.