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.

← Money

Bizer
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