Use “Set a budget” in Recued. A cap on a tag for one period. It counts everything under that tag, at any depth.
Set a budget
Use “Set a budget” in Recued. A cap on a tag for one period. It counts everything under that tag, at any depth.
Complete workflow
Ledger book
16 pinned recipes
Use Ledger book in Recued for accounting, double entry, budget, and records. It includes 44 built-in actions and 15 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “The accounts” in Recued. Every account with its id — what you post to, and what anything else in this workflow needs before it can name one.
Use “The tags” in Recued. Every tag with its id and how deep it sits — the trees you can spend against, and the ids the rest of the pack takes.
Use “What it all comes to” in Recued. Each currency's balance read exactly, then converted at rates you give and added up.
Use “Every budget at once” in Recued. All your budgets for a period, each counting everything under its tag — in four queries, however many budgets you have.
Show all 16 recipes
Use “How a budget is doing” in Recued. What a budget has left, counting everything under its tag at any depth.
Use “What went under a tag” in Recued. Everything spent under one tag, including every tag beneath it, at any depth.
Use “The lines under a tag” in Recued. Every transaction line under a tag and everything beneath it — the lines themselves, not a total. With a CSV to copy.
Use “Open an account” in Recued. Adds an account to your chart. Its currency is fixed here and every line posted to it inherits it.
Use “Post an entry” in Recued. One entry, any number of legs, written in a single all-or-nothing transaction. It will not post unless the legs sum to zero.
Use “Add a tag” in Recued. Adds a tag anywhere in your tree, at any depth. The tag and its place in the tree are written together or not at all.
Use “Tag a month of lines” in Recued. One tree at a time: every line in a period on one page, with a picker in the tag cell.
Use “Tag a transaction line” in Recued. Sets which tags a line belongs to, one per tree. Each tag and every tag above it counts the full amount.
Use “Move a tag” in Recued. Puts a tag inside a different one. Everything recorded under it follows automatically — no transaction is rewritten.
Use “Delete a tag” in Recued. Removes a tag and everything beneath it. Refuses while anything is still tagged with it.
A cap on a tag, not on an account
A budget names a tag, and it counts everything beneath that tag — so budgeting overheads covers every category you later add under it without touching the budget.
⛔ The tag must already exist and be in the tree. A budget on a tag with no ancestry rows would read a confident zero spent and report the whole cap as remaining, which is the most reassuring possible way to be wrong.
⚠ Scoping to an account keeps it off budget-board. The board's grouped read is not split by account, so an account-scoped budget is deliberately left off that page and answered by budget-status instead. If you want it on the board, leave the account blank.
⚠ The period is a plain YYYY-MM and must match how entries are dated. post-batch derives an entry's period from its date, so a budget for 2026-08 sees exactly the entries booked in August.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (36 steps)
budget_id
trim
Trim whitespace from setting id
label
trim
Trim whitespace from setting label
tag_id
trim
Trim whitespace from setting tag id
period
trim
Trim whitespace from setting period
cap
trim
Trim whitespace from setting cap
currency_raw
trim
Trim whitespace from setting currency
currency
uppercase
Convert currency raw to uppercase
account_id
trim
Trim whitespace from setting account id
inputs_ok
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs ok equals
cap_scaled
math
Calculate: {{step.cap}} * 100
cap_number
round
Round cap scaled to 0 decimal places
cap_drift
math
Calculate: abs({{step.cap_number}} - {{step.cap_scaled}})
cap_is_precise
compare
Check if cap drift is less than 0.0001
precision_guard
guard
Stop if cap is precise equals
cap_positive
compare
Check if cap number is greater than 0
cap_guard
guard
Stop if cap positive equals
edges
?
edge_rows
default
Apply default
edge_count
count
Count items in edge rows
tag_in_tree
compare
Check if edge count is greater than 0
tag_guard
guard
Stop if tag in tree equals
has_account
compare
Check if account id has data
budget_account
?
skip: step.has_account equal false
account_found
compare
Check if budget account record id has data
account_missing
all
Check if all conditions are true
account_guard
guard
Stop if account missing equals
account_currency_matches
compare
Check if budget account record currency equals currency
account_currency_mismatch
all
Check if all conditions are true
account_currency_guard
guard
Stop if account currency mismatch equals
base_values
default
Apply default
account_values
ternary
Apply ternary
values
merge
Combine objects together
create
?
scope_note
ternary
Apply ternary
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
id
setting
=
[object Object]
cap
setting
=
0
label
setting
=
[object Object]
period
setting
=
[object Object]
tag id
setting
=
[object Object]
currency
setting
=
GBP
account id
setting
=