Set your budget and targets
Fixed costs, your safety line, target margin, tax rate, and per-category budgets.
Open the ⚙ Budget control from the Money dashboard and set:
- Fixed monthly costs — rent, insurance, subscriptions.
- 7-day safety line — the cash you never want to drop below.
- Target profit margin.
- Sales-tax rate.
- Revenue goal.
- Marketing budget %.
- Per-category monthly budgets.
Why this is worth twenty minutes
Every judgement on the dashboard — the status banner, "needs attention", the daily profit hurdle — is measured against these numbers. Without them Bizer can only report; with them it can warn you in time to act.
The 7-day safety line is the one to set first. It's the number that turns a slow fortnight into an early warning rather than a surprise.