Budget Planner

Set up your budget

Use the budget tool in the Chase Mobile^® app to track and adjust your spending so you can save more. Here's how:
 

1. After signing in to your Chase Mobile^® app, tap "Plan & Track"
   
2. Swipe up and Tap "Budget." Tap Get Started
3. Review and confirm your income. Tap "Edit" to change or "Next" to continue
4. Next verify your recurring monthly expenses. Tap "Edit" to change or "Next" to continue
5. Then confirm any recurring automatic transfers and tap "Next"
6. Review your flexible budget and tap "Finish." You can also "Edit" here if needed
7. Tap "Go to Spending Dashboard" to see your budget and spending
8. Turn on Daily Pacing to see how you are doing for the month