Skip to main content

Set a Custom Date Range for my Budget

You can fully customize the date range for analyzing your budget to adapt your tracking to your lifestyle (salary payment, etc.)

Written by Pierre-Luc Schaming

You can now fully customize the date range for analyzing your budget, both on Web and Mobile.
​

This feature gives you total flexibility to adapt your budget tracking to your lifestyle.


📅 Choose Your Date Range Type

We’ve kept the classic Monthly, Quarterly, and Yearly periods, while allowing you to change the “start date” of the range.

🔁 Example: if you set the 25th as your start date, your monthly period will run from May 25 to June 24, and so on.

  • By default, the period starts on the 1st of the selected month (e.g., May 1 to May 31).

  • You can change the start date to better match your needs (e.g., payday).

  • This rule applies to all timeframes: monthly, quarterly, and yearly.

⚠️ If no transactions are detected in the next period, we’ll automatically fall back to the most recent active period.


✏️ Custom Range

You can also define a fully custom date range: manually select any start and end date, for any duration (24 hours, 10 days, 3 years...).

The key word is: flexibility – analyze your finances exactly how you want to.


🚀 Additional Improvements

  • Web & Mobile are now aligned: both platforms now offer the same features. Previously, only monthly ranges were available on Mobile.

  • Spending goals auto-adjust: your goals automatically adapt to the selected period (monthly, quarterly, or yearly).

Did this answer your question?