Multiple Budgets on Mobile

Do you need more than one budget? Not usually. However, there are cases where you may want to create a brand new one. Let's walk through it!


Maybe your original budget is for personal finances, and you've decided to started a budget for your small business. Or, you're looking to teach your child about money and want to start them off with a budget of their very own! Sometimes, you just need to make a sandbox budget to create a plan for uncertain times.

If you fell off the budgeting wagon and want to start over, consider a Fresh Start, or you can opt for a completely blank slateā€”and a brand new budget.

Switching Budgets

To create a brand new budget, tap the More Menu (three dots icon) in the budget tab, then tap Settings, where you can create additional budgets by selecting New Budget. Or, choose Open Budget to switch to a different budget, and choose one from the list:

Tap the three dots icon in the top corner then tap Settings, the menu shows options to open or create a new budget

Start a new budget on your computer? The mobile app will open the last budget you accessed on your mobile device. You'll need to open it up the new one on mobile too! Keep an eye on the Budget Name in Settings, and make sure they're the same.

One more secret before we part ways: you can create as many budgets as you'd like. If that historical data is important, you can always go back and reference it later. Customize the names, so you can easily tell different budgets apart!

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