katydid

set up a budget cap per category

for categories that creep — meals, supplies, software — set a monthly cap. katydid flags the category as "approaching" or "over" before the month ends so you can pull back.

3 steps~2 min
  1. 1

    open the budgets view

    the budgets section sits in katydid's nav.

  2. 2

    click "new budget" and pick a category

    categories pull from your sycamore chart of accounts. set the monthly cap.

  3. 3

    watch the status

    rows show "on track," "approaching cap," or "over cap" based on actual vs. budgeted spend in the current month.

    tip

    set budgets you can actually hit. a $100 meals cap that you blow every month is just noise. start at 110% of last month and tighten over time.

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