Budgeting is a bonus feature located on the main TaxTank dashboard with its budget tracker integrated within the usual allocation process to enable seamless monitoring of expenses for any tank or personal category.

The get started head to the dashboard, and from the 'Where does my money go?' widget select the '+ Set a Budget' button to open the Edit budget pop-up.

From the 'Edit budget' pop-up select 'All Tanks' or a specific 'Tank' from the panel, then simply select a category from the dropdown and add a monthly budget amount. Continue adding categories for any tank or personal category until you have everything you want to track, then select the 'Save' button.

Once saved, you will see your budget in action right on the dashboard. As you allocate transactions from bank feeds to a category being tracked you will see the actual expenses track against the budget in the progress bar.

To view the individual budget categories within a tank simply select the icon, or unselect icons to view budgets at the tank level.

Editing is just as easy as adding. Simply select the icon button in the top right hand corner to open the 'Edit budget' pop-up, then search or scroll to find the category you want to edit and save.