A category-specific limit can make one kind of recorded expense easier to review. Keep its scope clear so you do not mistake it for the limit on every bill.
A meaningful limit starts with a clearly defined group of records.
Start with the source
Choose the month and currency first, then the bill category you want to monitor. A category view shows the records assigned to that category, which makes correct capture categorization important before you interpret the progress.
Make the review useful
Use Set monthly limit for the intended overall or category scope. Label your own planning notes clearly when you use both. A hospital-bill category limit, for example, is not a claim that every medical-related document represents a paid expense.
Keep the next step clear
If a record was assigned the wrong category, correct its reviewed metadata rather than adjusting several limits to compensate. Category bars and warnings should describe the information you have actually recorded, with different currencies kept separate.
One step at a time.
- 01
Select the intended month and recorded currency.
- 02
Filter to the category you want to monitor.
- 03
Check that relevant bills are categorized correctly.
- 04
Set and review the limit for that specific scope.
A little reference.
Keep the context and your next action together.
| Check | Example | Your next step |
|---|---|---|
| Overall | All reviewed bill categories in the view | Use a broad planning threshold |
| Category | Electricity bills only | Review that category’s contribution |
| Metadata | A bill assigned to the wrong type | Correct the record before interpreting warnings |
Does a category limit replace the overall monthly limit?
They are different scopes; review which month, currency and category you selected before interpreting a limit or its warning.
These guides explain product workflows. Review extracted names, dates and amounts. Features depend on your device, permissions and optional service setup.
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