Set a budget

1. Open your SumUp profile on a web browser and click "Expenses" in the left menu panel.

2. On your Expenses overview page, go to the "Budget" panel and click on "Add budget".

3. Choose an expense category. 

4. Enter an amount to set your monthly budget, then click "Save".

Can’t find a suitable expenses category?

Add a new category that best represents your expenses. Navigate to your Expenses Overview page, select "Categories", and then click on "Add category". Name the new category, followed by "Save". You can now set a monthly budget amount for this new category.

Edit or delete a budget

Edit your budget amount for your expense categories, or delete a budget at any time.

  1. Open your SumUp profile on a web browser and click "Expenses" in the left menu panel.

  2. Click "Categories".

  3. Select "Edit all budgets" to edit all the categories’ monthly amounts or select an individual category followed by "Edit budget".

  4. Enter a new amount for your monthly budget, and then "Save".

If you wish to delete a budget, select an individual expense category, tap on the "more (3 dots)" icon, followed by "Delete budget". Confirm deletion to finalise the removal of the budget from your expense category.

If you don’t have permission to perform this action, please reach out to the owner or administrator of the SumUp profile for support.