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:
- After signing in to your Chase Mobile® app, tap "Plan & Track"
- Swipe up and Tap "Budget." Tap Get Started
- Review and confirm your income. Tap "Edit" to change or "Next" to continue
- Next verify your recurring monthly expenses. Tap "Edit" to change or "Next" to continue
- Then confirm any recurring automatic transfers and tap "Next"
- Review your flexible budget and tap "Finish." You can also "Edit" here if needed
- Tap "Go to Spending Dashboard" to see your budget and spending
- Turn on Daily Pacing to see how you are doing for the month
Do more with the Chase Mobile® app
Scan the QR code to download the app to experience convenience and security on the go.