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Weekly insight

Audit your flexible categories

A five-minute review each week prevents flexible spending from quietly eating into your remaining balance.

  1. 1. Snapshot the deltas

    Open Bills → Flexible and scan the planned vs spent meters. Anything running hot shows a rose progress bar; green rows still have headroom.

  2. 2. Decide on corrections

    If groceries are +£40, plan where that money is coming from—another envelope, upcoming income, or trimming next week’s shop.

  3. 3. Update the sheet

    Type your actual spend into the “Spent so far” field so the dashboard reflects reality. If you’re rebalancing envelopes, model the tweak in What-if first, then apply it live.

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