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Budget Reviews

You'll be prompted with a budget review screen at the end of each budget period (month/year). Skwad will summarize details like your unplanned spending and overspending.

This view allows you to update your budget for the next period. You could:

  • Rollover under & overspent categories into the next period
  • Use your actual spending as your new budget
  • or use the previous values.

You can also remove unplanned or unspent categories in a single click, and add memos for the period!

Budget History​

After your first budget period, Skwad allows you to review and compare previous budgets vs actuals.