How do I create a budget in Nance?

1 min read

Summary

You can create a budget in Nance by selecting a category, setting an amount, and choosing whether it is recurring or non-recurring.


How This Works in Nance

Nance allows you to create category-based budgets with flexibility on how they behave over time.

Steps to Create a Budget

  1. Go to the Budgets section
  1. Tap “Create Budget”
  1. Select a category (e.g., Food, Travel, Shopping)
  1. Choose a time period (weekly or monthly)
  1. Set your budget amount
  1. Choose:
    • Recurring budget or
    • Non-recurring budget
  1. Save the budget

Recurring vs Non-Recurring Budgets

Recurring Budget

  • Automatically resets at the end of each cycle
    • Weekly → resets every week
    • Monthly → resets every month
  • Ideal for:
    • Regular spending (food, transport, etc.)

Non-Recurring Budget

  • Does not reset automatically
  • Continues until you manually change or remove it
  • Useful for:
    • One-time goals or controlled spending periods

What Happens After Creating

  • Nance tracks all transactions under that category
  • You’ll see:
    • Spent vs budget
    • Remaining amount
    • Usage progress

Important to Know

  • Budgets are tied to categories, not accounts
  • Accurate categorization directly affects budget tracking
  • Cash transactions are included if manually added

Set the rule once.

Recurring or not—Nance keeps the score.

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