BUDGET
Allocate part of your planned income to Fixed and Variable expense categories for the selected budget month.
4 min readBEFORE YOU START
Budget Settings determines whether a category is Fixed, Variable or Not Budgeted. The amount beside a budgeted category determines how much you plan to allocate to it for the selected month.
Choose the month you want to budget
Find the Fixed or Variable category you want to update
Edit the category's Budget amount
Review Total Budgeted and Available to Budget after the change
STEP BY STEP
Budget amounts belong to the selected monthly plan, so start by confirming which month you are working with.
Fixed and Variable sections contain the expense categories included in your budget. Each category has its own planned Budget amount.
Choose the editable Budget amount beside the category and enter how much of your planned income you want to allocate.
Increasing or decreasing a category budget changes Total Budgeted and the amount of planned income that remains Available to Budget.
Changing a budget amount changes your plan. It does not create, edit or remove the transactions that provide Actual spending.
Actual spending changes when relevant transaction activity changes, not simply because you changed the budget amount.
Budget is the planned amount. Actual is recorded transaction activity. Changing one does not directly change the other.
ALLOCATE WITH PURPOSE
Each category amount contributes to Total Budgeted while leaving the underlying recorded spending separate.
Editing a category budget changes the monthly plan. It does not change the amount already recorded as spending.
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