Workspace Budgets
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YOUR PERSONAL WORKSPACE

Budgets

Make room for what matters, one thoughtful target at a time.

Your future workspace Connect to begin

Monthly category budgets

2026-11 · USD · You set the targets

Make a little room for your goals

Set a monthly category limit. Your verified outgoing captures will track progress automatically.

Suggested, with evidence

COPILOT

A thoughtful baseline takes a little history

We need at least two complete months of verified outgoing activity before suggesting category targets. You can set your own budget now.

Targets use historical averages, not guaranteed savings. Refunds remain visible as cash inflows; budget progress uses gross outgoing captures.