Assigning Your Money

Every time you add money to a Budget account, it appears in  Ready to Assign. The next time you sit down for some quality time with your budget and our prioritization strategy (spoiler – work down the list of categories), assign a job to each of those dollars. And we mean each and every dollar, until your Ready to Assign amount is $0.00. All of ‘em.

In This Article

You have three ways to get your dollars where they need to be. You should try them all. You may have a favorite (but don’t tell the other ones if you do).

1. Auto-Assign

Do you see any yellow category balances in your budget? That means you’re underfunded, and the icon in the bubble can help you understand why. You can cover all types of underfunding (unmet Targets, upcoming Scheduled Transactions, or overspending) in all categories with a single click.

Find that button in the Inspector (over on the right!) and click away. Done. You can do this one category at a time or one category group at a time by selecting those categories. 

Or, you can cover all underfunding in your budget at once by clicking the Underfunded Auto-Assign button with no categories selected. Clicking any of the Auto-Assign options with no categories selected will bring up an Auto-Assign preview to show you which categories are being funded. 

A preview window lists the amounts that will be assigned to each category, with Cancel and Assign Money buttons at the bottom.

Underfunded

The Underfunded option is more than just a way to fund your budget. With no categories selected, the Underfunded number will tell you how much more you need this month to fund all of your expenses based on the targets and scheduled transactions you've set. If you flip to a future month with no money assigned, you can see the total amount needed for the month in that Underfunded number. 

Pro Tip: If you click Underfunded with no categories selected, it will fund your categories until Ready to Assign is $0. Be careful though — if you click Underfunded with one or more categories selected, you may cause Ready to Assign to go negative if you don't have enough funds.

If you click Underfunded by mistake, you can Undo the action if you catch it right away, or you can move funds until they're back where you want them to be. When you have a little bit of history in your budget, you’ll be able to assign funds with a single click using other Auto-Assign options based on spending averages and other historical whiz-bangs. But that’s jumping ahead.

2. In the Category

You can type the number of dollars right in your category. As you do, you'll see the Assigned column and Available amounts update.

How to Assign Money Directly to a Category

  1. Click into the Assigned column for that category.
  2. If nothing has been assigned, type the amount you need. If anything has already been assigned, click the plus sign and add the amount you need.
  3. Click enter or return.

3. Move Money

The Assign button at the top of your budget offers a quick way to move money.

How to Move Money to a Category

  1. Click the Assign button at the top of your Budget. 
  2. Select the Manually tab (instead of ⚡️Auto) in the pop-up window. 
  3. Enter the amount you want to move. 
  4. Select the category you'd like to move the funds to (or just start typing its name).
  5. Click the Assign button.

Those funds are now assigned, and the Assigned column and Available amounts are reflected in the budget.

Make a Mistake?

If you're on the web app, you can use the Undo button, located directly under the month name in the budget header. Keep in mind that this will only work as part of the same budgeting session—it won't work if you've logged out or refreshed the page.

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