Tagging Transactions for 50/20/30 Budgeting

Help
1

Hi, I want to track my spending according to the 50/20/30 budgeting rule while retaining the usual transaction categorisation. Is there currently a way to do this?

If not, I’d love a feature where I can:

  • Tag transactions as Needs (50%), Savings (20%), and Wants (30%).
  • See a visual tool showing my spending distribution across these categories.

This would help me better understand my spending habits and align with my budgeting goals.

2

If you have a paid plan, you can create categories to fulfil your requirements ie ‘Bills - 50%’.

There’s no other built in way to manage this.