Set up a budget

Tracking your spending against a targeted budget can help you manage your personal finances and reach your spending and savings goals.

To set up a budget in Macquarie Online Banking:

1. Select Insights from the side menu, or first click on the menu icon  in the top left-hand corner to display the side menu
2. Navigate to the Budget widget
3. If the Budget widget has not been added, follow the steps on How to add a widget to the Insights page
4. Select Add budget
5. Select a category, a sub-category and add a budget amount
6. Select Save budget.

To set up a budget in the Macquarie Mobile Banking app:

1. Select the Insights icon in the icon bar from the bottom
2. Select Let's get started or Add budget
3. Select a category, a sub-category and add a budget amount
4. Select Save.

Tips to manage your budget

• The budget period is from the first day to the last day of each month 
• View a history of your category spending budgets by selecting a category
• In your budget history you can select a month to view the transactions made in that month.