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How to Record Your Spending in Budget

A budget tells you what you plan to spend. Recording amounts tells you what you spent. Most budgeting tools treat these as separate workflows. Budget connects them directly: you record purchases against the exact budget item they belong to, and the running total updates instantly so you always know where you stand.

This guide covers everything you need to know about recording spending in Budget, including how to add entries, edit them, and how the recorded amounts flow into your monthly history automatically.

What Are Spend Entries?

Each budget item on your dashboard (Groceries, Gas, Electricity, and so on) can have individual spend entries logged against it during the month. A spend entry is simply a record of money you actually spent: an amount and an optional label to remind you what it was.

For example, if Groceries is budgeted at $420 per month, you might log:

Budget adds those up ($305) and shows you how that compares to your $420 budget. If you go over, the total turns red so you can see it at a glance.

Recorded spending is available to beta members. During Wealth Meadow's beta, authenticated accounts have full access to this feature at no charge.

How to Record an Amount

On your dashboard, look for the Record Amount button beneath an expense or savings goal. If you don't see it, make sure you're signed in and viewing the current month.

  1. Click Record Amount under the budget item you want to record against.
  2. A new row appears. Type a label in the left field (for example, "Aldi" or "Gas station"). The label is optional - you can leave it blank if you just want to record the amount.
  3. Press Enter to move to the amount field, type the amount, then press Enter again to save.

The entry appears immediately below the budget item, and the "Recorded this month" total updates to include it. You can add as many entries as you like against any budget item.

Editing Entries

Changed your mind about a label or entered the wrong amount? Click directly on the label or amount of any existing entry. The field becomes editable. Make your change and press Enter to save, or Escape to cancel.

There's no separate edit mode and no save button to hunt for. Just click the text you want to change and type.

Deleting an Entry

Each spend entry has a delete button (the trash icon) on the right. Click it to remove the entry. The running total updates immediately and the change is saved to your account.

Understanding the Running Total

Below your entries, Budget shows a summary line: Recorded this month: $305 of $420 planned. This tells you at a glance how much of your plan you've used up.

If your total entries exceed the budgeted amount, the summary turns red and adds an "over budget" label. This is not a block - you can keep logging entries - it's just a visual signal so nothing sneaks past you.

If you haven't added any entries yet for a budget item, no total line is shown. The item sits quietly until you start logging.

How Spend Entries Connect to History

Budget's History page shows you a snapshot of every past month: what you planned and what you recorded. When you record spending, the Recorded column in History is calculated automatically from your entries. You don't need to go back and fill anything in.

The total of all entries for a budget item in a given month becomes that item's Recorded figure in History. If you record $305 against Groceries in May, History shows $305 in the Recorded column alongside the $420 plan. The variance column does the math for you.

If you don't record any entries for an item in a given month, the Recorded column in History shows as blank (not zero). This is intentional: blank means "not recorded" rather than "you spent nothing."

What Happens at the Start of a New Month

Spend entries are specific to the month they were logged in. When a new month begins, your dashboard starts fresh: no entries are shown, the running totals reset to zero, and last month's data is safely stored in History.

This happens automatically the first time you open your dashboard in the new month. You don't need to clear anything manually or reset your budget. Just start logging your new month's spending.

Your previous entries remain associated with their month and are reflected in History while the records and your account are retained.

Tips for Getting the Most From Spend Tracking

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Spend tracking is included for beta members. No credit card is required.

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This guide is for informational purposes only and is not financial advice. Consult a qualified financial professional for guidance specific to your situation.