Need assitance in planning your Spends? The Spend Planner feature on OneCard provides a convenient way for users to track and manage their credit card expenses. By setting a monthly spending budget, users can effectively plan their finances and gain valuable insights into their spending patterns.
To access the Spend Planner feature, simply navigate to the Transactions tab on your OneCard app and click on the third tab labeled "Spend Planner."
Once you have set your goals, the next step is to provide your income details. This information helps the Spend Planner feature provide you with better insights and recommendations tailored to your financial situation.
After entering your income details, you can proceed to set your budget for your spending. By setting a budget, you gain better control over your spending habits and can make informed decisions about where your money goes.
Once your budget is set, you can easily view it on the Spend Planner interface. This provides a clear overview of your allocated amounts for each expense category, giving you a visual representation of your financial plan.
In addition to helping you set and track your budget, the Spend Planner feature also offers utilization notifications. These serve as a helpful reminder of your credit card usage, ensuring that you stay within your set budget and avoid overspending or exceeding your credit limit.
Moreover, OneCard is soon introducing a budget planner specifically designed for significant expenses and travel-related costs. This upcoming feature will assist you in planning and managing your finances for big spending events and trips, ensuring that you can stay on top of your expenses and make the most of your financial resources.
You can follow the below step to avail this feature!
You will find this new feature on the transaction Tab …. The Third Tab on your OneCard Tab

On clicking on the spend planner you will be led to the Intro Page

On clicking the spend planner you will be led to the Intro Page

After setting goals, you will need to provide your income details to help you with better insights.

Income Done? Now set your Budget for your spending!!!

Now Your Budget is set! You can see the same!
