Vylo

How do I change a budget amount?

Change what you plan to spend in a category.

Check the selected month before editing. Changing a planned amount updates the comparison with spending; it doesn’t change the purchases already recorded.

If a category looks over budget because a transaction is wrong, correct the transaction instead of raising the budget to hide the difference.

Does this change other months?

Use the month and scope shown by the editor. Don’t assume an edit to this month changes earlier budgets. Check a future month separately when planning ahead.

On the web

  1. Open budget editing

    Go to Budgets and click Edit Budget.

    Vylo on the web: Open budget editing. The relevant control is outlined.
    Open budget editingTap to enlarge
  2. Change the category amounts

    Enter the monthly amount beside each category you want to change. You can collapse groups to focus on one part of the budget.

    Vylo on the web: Change the category amounts. The relevant control is outlined.
    Change the category amountsTap to enlarge
  3. Save the budget

    Check the month in the heading, then click Save budget.

    Vylo on the web: Save the budget. The relevant control is outlined.
    Save the budgetTap to enlarge

On iPhone

  1. Open budget editing

    On Budget, tap the pencil in the Budget Health card.

    Vylo for iPhone: Open budget editing. The relevant control is outlined.
    Open budget editingTap to enlarge
  2. Change the amounts

    Edit the amount next to a category. Scroll for the remaining groups.

    Vylo for iPhone: Change the amounts. The relevant control is outlined.
    Change the amountsTap to enlarge
  3. Save the budget

    Check the month above the category list, then tap Save.

    Vylo for iPhone: Save the budget. The relevant control is outlined.
    Save the budgetTap to enlarge