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The Budgets Widget lets end users create and manage their budgets.
INFOThere’s also a more compact Mini Budgets Widget.
When a user first opens this widget, they have two options:
  • Select Auto-generate Budgets. This requires there to be transactions in the same category for the previous two months.
  • Select Start From Scratch.

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Key Features

  • Auto-generate a budget based on the user’s average spending in each category over the last two months for which there is complete data. This feature works best if the user has first added all their accounts and accurately categorized their transactions
  • Manually create a budget
  • View budgets as bubbles that change color and size depending on the amount of money and if the budget has been exceeded or not
  • Filter the accounts shown
  • View bubble budgets of current or previous months. The color of each budget indicates whether the user is on track, nearing their budget limit, or over the limit:
    • Green = under 80%
    • Yellow = from 80–100%
    • Red = over 100%
  • Select a bubble budget and:
    • View the transactions associated with the budget
    • Edit the budget’s amount
    • Add a new sub-budget
  • Delete a budget
  • Modify monthly projected income
  • Recalculate budgets if they seem to be incorrect or to take advantage of automatically created budgets. Recalculation is based on the user’s last two months for which complete data is available. If users don’t like how their budgets were recalculated, they can revert the changes
For a list of all budget types, see Transaction Categories.

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Configurations

Reach out to MX to change budget bubble contrast from normal to high. Changing this will also change the budget bubble contrast in the Mini Budgets Widget.

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Editing a Budget

If a user increases a sub-budget to an amount greater than the main budget, the main budget amount will automatically increase. However, deleting or reducing a sub-budget won’t affect the main budget.

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List View

Depending on the implementation, the list view may appear in different places: on the right side next to the bubble budgets, under the bubble budgets, or hidden under the bubble budgets. If the list view is hidden, a list view button will appear in the lower right.

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Mini Budgets Widget

The Mini Budgets Widget shows end users their current and total budget spending for the current month. It also shows each budget as a bubble. When embedding this widget, you must use a height of at least 300px. We recommend a width of 300px to 450px, but support 180px to 750px.