Budget in family lifeDraft · publication pending

Record and understand family spending by category

Payments have been made, but without categories it is difficult to see which parts of family life account for the spending.

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A familiar family moment

From a daily problem to a clear plan

The starting point

Payments have been made, but without categories it is difficult to see which parts of family life account for the spending.

Transactions shows the family’s recorded income and expenses.
Transactions shows the family’s recorded income and expenses.

A practical next step

Groceries belong in one category and tickets in another, making many small expenses easier to understand.

Edit transaction shows the existing €49.60 expense with its date, payer, category and cost split.
Edit transaction shows the existing €49.60 expense with its date, payer, category and cost split.

Budget with Best4Family

Open Transactions in Budget. Open an existing expense, or tap the plus and choose Expense to add a new one. Check the amount, date, category and Paid by, and add a useful note. After saving, use the category filter to find it. Analysis shows the totals and category shares.

The Groceries filter shows Weekly groceries and Fruit and vegetables for the week, totalling €182.
The Groceries filter shows Weekly groceries and Fruit and vegetables for the week, totalling €182.
Analysis shows the income and expense totals and the €182 Groceries category.
Analysis shows the income and expense totals and the €182 Groceries category.

Get organised in a few steps

  1. 1

    Open or add an expense

    Choose the budget and month, then open Transactions. For this example, open Fruit and vegetables for the week. To add a new expense instead, tap the plus and select Expense.

  2. 2

    Check the details

    Check or enter the amount, category, date and payer. The example is €49.60 in Groceries with the note Fruit and vegetables for the week.

  3. 3

    Save and filter

    Save the transaction, then tap Groceries above the list. Review it alongside Weekly groceries. Tap All to remove the filter.

  4. 4

    Read the analysis

    Open Analysis to compare income, expenses and category amounts. The two grocery entries in the example total €182. The view also includes a comparison of six months.

What helps along the way

The essentials at a glance

Part 01

Transactions store an amount, date, category, payer and note.

Part 02

The transaction list can be filtered by category.

Part 03

Analysis shows income, expenses and the distribution across expense categories.

If something looks wrong

A saved expense is missing from the list.

Check its date, the selected month and budget, and the active category filter. Tap All to remove the filter. An expense dated in another month appears in that month.

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About this article

Written by Best4Family editorial team. Content reviewed: . Updated: .

The screenshots show the Android app. The layout and controls are largely the same on iOS. The examples use fictional family data.