Visualize Your Budget with Progress Bars
Progress bars help you visually track your goals, budgeting, and spending. When you have progress bars turned on, you can quickly see where you’ve got overspending, how much you need to meet a goal, and finally see if you’ve spent too much on groceries this week (me too, friend).
In This Article
- Sections In Your Progress Bars
- Colors and Shading In Your Progress Bars
- Turning Progress Bars On and Off
Sections In Your Your Progress Bars
The progress bars have sections to help you visualize your progress toward your goals:
- Categories with one section represent the month, for categories with no goal or with monthly Needed for Spending or Monthly Savings Builder Goals.
- You’ll also see one section to represent all the months in your long term goals, like with Needed for Spending by Date or Target Savings Balance goals.
- Categories with 4 or 5 sections represent your Weekly Needed for Spending Goals, where each section represents one week in the month.
Noticed an extra section in your weekly goal categories? It's because you've budgeted or spent more than your goal target.
For example, if you budgeted $400 for your weekly goal of $100/week, but spent $500, your progress bar will now have five sections instead of four. Once you cover the overspending, the extra section will remain to show the extra amount budgeted.
Colors and Shading In Your Progress Bar
Like the Colors and Icons in Your Budget, each progress bar's color is a signal of what’s happening in your category this month, and can prompt you to take action in your budget.
Solid Colors Represent Budgeting
You’ll see solid colors in your progress bars to represent the money you’ve budgeted to your categories this month.
- Solid Green: If you've fully funded your goal for the month (or have money available in a category without a goal) and haven’t spent from it yet, you’ll see a solid green bar.
- Solid Yellow: If you’ve budgeted money to your category, but haven’t met your goal for the month yet, you’ll see solid yellow in your bar.
- Solid Gray/Empty Bar: Gray means there is no funding or spending in that category for the month.
Budgeting Into the Future
If you budget into the future, progress bars will show progress to the goal in the month you're currently viewing.
- For Target Savings Balance and Monthly Savings goals, this means any rollover funds from a previous month are included in as budgeting progress in the bar.
- For Needed for Spending Goals, because rollover funds don't count toward the new month's goal until the new month starts, any funds leftover from the previous months will not show as progress towards the goal until that new month actually begins.
Striped Colors Represent Spending
If you’ve spent money from a category, you’ll see a striped pattern in your progress bar that shows exactly how much you’ve spent. The color of the striped section will match your goal progress and overspending.
- Striped green means you’ve met your goal (or don’t have a goal), and the spending is less than or equal to the amount you budgeted. Great job! 🎉
- Striped yellow means you haven’t met your goal yet, but your spending is still less than what you’ve budgeted so far.
- Striped red means you’ve spent more than you had Available in your category, whether or not you’ve met your goal. The bar will be entirely striped red if you haven’t budgeted anything to your category. If the striped pattern is partly green or yellow, and partly red, that’s because the bar is showing you exactly how much of your spending was covered by money available in your category and how much of it was overspending. Remember, anytime you see red in your progress bar, it’s time to use Rule 3: Roll With the Punches! 🥊 If you can’t, or don’t cover that overspending, read our HelpDoc on what happens When the Month Rolls Over for more on how overspending is handled in your budget.
What kind of overspending do I have?
The progress bar will always show overspending as red, but your Available amount will tell you whether the overspending was done from a cash account or on a credit card. Check out this guide to the Colors and Icons in Your Budget for more.
Turning Progress Bars On and Off
To turn progress bars on or off in your budget, click toggle between the options in your budget toolbar.
You can also choose your progress bar setting as you're picking a new theme for your budget.
Click the name of your budget in the top left corner, then click
- Select On to view the progress bars, or Off to hide them.
- Click Apply.