Budgeting is an important component of financial success. It is easy to setup inside Veryfi. Once setup, you will make conscious decisions about how they’d prefer to allocate your business or personal money.
The key to spending within your means is to know your expenses and to spend less than you make.
1. Inside Veryfi app, navigate to “More > Your Profile > Monthly Budget Limit”.
2. Set your Monthly Budget Limit. This number will be used to chart your budget on the Dashboard.
The Circular Colored Charts on the Dashboard are Budget specific. Each Date Range is automatically calculated and color coded based on your Monthly Budget Limit.
The following color codes are applied when budget hits a percentile:
Up to 50% = Green
50% to 75% = Yellow
75%+ = Red
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Drop an invoice or receipt into the form below and watch how in seconds Veryfi extracts a goldmine of data.