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Planning your budget for next month

Your Budget and Expected Income aren't tied to one month. They carry over on their own. Most months, there's nothing to "set up" at all.

🔍When Planning Mode Actually Helps

Some months need changes: a new bill, a raise, a client ending, a new baby. That's what planning mode is for.

🎯How It Works

  • From the 16th of each month, on Home, tap Tracking Period and select next month.
  • You'll see a planning view. Spent and Received show ₱0, since nothing has happened yet.
  • Budget and Expected Income show your real plan, not history.
  • Change what you need, then switch back to this month. Your changes wait for that month.

⭐Who Can Plan

Planning next month is for Plus and Pro. The 16th is right after a mid-month payday, so most of your spending is already clear. On Basic, you'll see next month on Home, and your budget still carries over on its own when the new month starts.

💡If You Don't Touch Anything

That's fine too. Skipping means "keep everything the same," and next month starts with your current plan. Nothing forces you to re-plan every 30 days.

Planning ahead isn't about redoing your budget every month. It's about spotting the months that need changes before they start.

Try this now

Plus and Pro users get a gentle reminder nudge around the 29th and 30th of each month, so you can review before the new month. Ignore it if your plan's already right.

More guides

Your Budget Tab, Explained

A picture tour of the Budget tab: every number, card, and button, and what each one tells you.

Uploading Your Budget or Expense List

Paste your budget or expense list as plain text, and let Budgett sort it into categories.

How to Manage Your Income

Set up your clients and payment slots, plan what you expect, and log what really came in.