How do I view and set my budget?

Workplay automatically creates a budget for you based on your income, spending, and bills, and you can make various adjustments for more control.

We estimate budget based on your prior 2 months of spending habits.

1. To view your budget in the app:

  1. Navigate to the "Spending" tab.
  2. For more details, click on "Budget".

Only transactions categorized as “Income” are considered Income in your budget. Other transactions, like refunds, are included in their categories as offsetting spend. Transactions categorized as transfers are not factored into your budget and are excluded from your spending and income.

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We’re here to answer your questions and help you take the next step on your financial journey.