How to View Your Origin Budget by Month, Quarter, or Year

Did you know that you can view your budget on a monthly, quarterly, or annual basis?

Budgets are set on a monthly interval, but with the calendar icon in the top right of the breakdown page, you can switch your view to a quarterly or annual view. This is particularly helpful if you want to zoom out and see how you're tracking for the year or quarter.

Pro tip: This feature is especially useful for expenses that aren't evenly distributed throughout the year. For example, travel and vacation spending might spike during certain months, but using the annual view lets you confirm you're still within your overall yearly budget.

Note: While we don't have immediate plans to support rollover budgets (though we know many of you have requested this feature!), the annual view should help address some of those needs.

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