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CAS · BudgetingSample data
A $500 USD budget with $350 USD spent has $150 USD remaining under the limit. Recording another $50 USD increases spending to $400 USD and reduces the remaining amount to $100 USD.

Build and track your budget

Budgeting

Set how much you want to allocate to each category and choose a period. Compare your budget with recorded spending to see what remains and spot overruns.

Budgeting means planning how to allocate your money and checking your spending against that plan. A personal budget sets category limits you can revisit as new expenses are recorded.

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How to use Budgeting

  1. Choose a currency and period

    CAS · BudgetingSample data
    In Planning, the sample budget uses USD and a monthly period.

    In Planning, create a daily, weekly, biweekly, monthly or yearly budget for the period you want to track.

  2. Set category limits

    CAS · BudgetingSample data
    Sample fixed limits allocate USD 400 to Groceries and USD 100 to Transport: USD 500 in total.

    Use fixed amounts or percentages for your budget categories. Check the calculation base when using percentages.

  3. Compare and adjust

    CAS · BudgetingSample data
    Recording another USD 50 expense changes a USD 500 budget from USD 350 to USD 400 spent and from USD 150 to USD 100 available under the limit.

    Review spending, remaining amounts and overruns against the budget. You can edit, activate or deactivate it as needed.

A budget guides spending; it does not reserve funds

The remaining amount shows room under your limit based on recorded expenses. An overrun means those expenses exceeded the budget; it does not block a purchase or change your bank account.

A monthly budget depends on consistent records and dates. Keep expenses current and review categories before interpreting budget room as money available in an account.

Questions about Budgeting

Where do I find Budgeting inside CAS?

Budget tools are in the Planning module. That section keeps its existing name inside the app.

Does a budget set money aside?

No. It is a spending plan compared with your records. Remaining budget alone does not equal an account’s available balance.

Do I have to follow a particular allocation?

No. Set fixed amounts or percentages for categories and a period that fits your plan. CAS does not impose one universal allocation.

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