home screen widgets

Budget Bestie has two widgets. Both need iOS 18 or later.

• budget bestie, the large widget: this month’s calendar, with your spend-free days and upcoming bills. Tap days spend-free or upcoming to open them in the app.
• quick record, the small widget: up to 3 favorite envelopes and their balances. Tap an envelope to record an expense from it, or tap + to choose the envelope in the app.

add a widget to your home screen

1. Touch and hold an empty spot on your home screen until the apps jiggle.
2. Tap Edit at the top left.
3. Tap Add Widget.
4. Search for Budget Bestie.
5. Tap Budget Bestie.
6. Choose budget bestie or quick record.
7. Tap Add Widget.
8. Drag the widget where you want it.
9. Tap Done.

These steps are also in the app: in settings, under widgets, tap setup instructions. There, the large widget is called the budget calendar.

choose the quick record envelopes

1. On the envelopes tab, tap … at the top right.
2. Tap settings.
3. Under widgets, tap quick record envelope.
4. Tap up to 3 envelopes.

To swap an envelope when you already have 3, tap one of them to remove it first.

On an empty quick record widget, you can also tap set up quick record.

what the widgets show

• The widgets update when you open the app.
• The quick record widget hides balances while your iPhone is locked.
• An envelope below zero shows its balance in red.
• The widgets use the app’s color.