Set up your first budget.

New Spense accounts run in Spense Magic: the budget builds itself from what you actually spend. There is no setup wizard to survive — this guide is about reading what appears, and taking control where you want it.

Time
⏱ About 2 minutes
Steps
3
You'll need
A few transactions in Spense — from a linked bank or added by hand
Works in
Spense Magic (the default for new accounts)
1

Give Spense something to work with

A budget built from your spending needs some spending to look at. Connect a bank account and let the first sync land, or add a few transactions by hand — either works. As transactions arrive, Spense Magic files each one into a shared category: every coffee shop lands in Coffee Shops, every supermarket in Groceries, so your budget stays a dozen readable lines instead of one per merchant.

2

Read the Budget tab

Open the Budget tab. The header shows the month and what you've spent so far — “Spent in September” under the big number. Below it, each category is a small tree: the parent row rolls up its subcategories, and each child row shows its own amount. Until you set limits, rows simply read “$38 spent” — Spense is tracking, not judging.

Budget
🍔
Food & Dining
$214 of $300
☕️
Coffee Shops
$38 spent of $60
$22 left
🛒
Groceries
$152 spent of $200
$48 left
🍽️
Restaurants
Swipe to set a limit
$24 spent
The tree is the budget. Food & Dining rolls up its children; the guide line connects them. Tap any emoji to change it.
3

Set your first spending limit

Limits are optional — set them where overspending actually hurts. Swipe a subcategory row to the side until the amber target button appears, tap it, enter a Target Amount, and hit Save Changes. The row now tells you where you stand: “$22 left”, “At budget”, or “$14 over”, with the bar turning amber as you near the limit and red past it. Once any target exists, the header gains a progress ring for the whole month.

🐟 A limit is a line, not a lock
Spense never blocks a purchase or nags you at the register. The limit is there so the Budget tab — and the fish — can tell you honestly how the month is going.
Your budget is running.
Check in weekly. The header mascot reads the month for you — from “Looking good this month!” to “Over budget this month” — so a glance is enough.
Next up

Prefer hands-on envelope budgeting where you assign every dollar yourself? That's Classic Mode (More tab → Data Management → Budget Mode) — and the thinking behind both modes is The Spense Method.

🔄 Verified against Spense 2.3 · If a screen looks different in your app, tell us and we'll fix the guide.