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Report Widgets
Report Widgets: Budget
Budget
To help you understand your financial progress, we offer the Budget widget. This
is a simple but powerful tool, as you can set budget amounts, and the widget
compares the actual spending to your goals.
Automatically Generate a Budget
To save time, PFM can automatically set budget suggestions based on your
previous activity. Once you run the Budget widget, it generates an amount which
you can accept or manually edit.