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.