Quick Start Step 3: Assign Your Money

You have targets. You have money. You’re ready to budget. All that money in your accounts from Step 2? It's sitting in  Ready to Assign at the top of your budget. 

Ready to Assign is at the top of the budget screen above the category list

The next step is to give all of your dollars jobs until Ready to Assign is zero. Start with Immediate Obligations, move to True Expenses, then work your way down your categories until Ready to Assign is zero. Not more, not less. Zero.

Stay out of the red!

Ready to Assign turns red when the number is negative. That means you have overassigned. You're missing out on the power of prioritizing and are assigning dollars you don't actually have yet! (Which means you can't trust your budget.) 

Click  Ready to Assign to move money back until it's green again.

Three Ways to Budget

You have three ways to get your dollars where they need to be. Try them all! You may have a favorite (don't worry, we won’t tell the other ones if you do).

( You'll notice some visual changes since this video was created, but the method remains the same!)

In the Category 

You can type right in the Assigned column. Need $90.00 for that Cat Toys category you just created? (No judgment here!) Just type 90 and move to the next category. (Yup, those little math symbols mean you can do in-line calculations in your budget.)

Moving Money 

You can also click on  Ready to Assign, enter the amount you want to move, select the category, and boom! Dollars are assigned.

To move money click on Ready to Assign and type in the amount. Then type in the name of the category and click okay button


Remember the targets you created and how they made categories yellow? Yellow means you’re underfunded, and you can fund underfunded categories with a single click using our Auto-Assign feature. 

Auto-Assign is to the right of Ready to Assign or in the Inspector on the right side of the budget categories

Find that Underfunded button in the Inspector on the right—and click away. You can do this for your whole budget, or one category group at a time, or by selecting categories. (You won't see it when you have only one category selected - you'll see the Target option instead - but it will reappear with multiple categories.)

Select checkbox of the category you want to fund on the left. Click Underfunded in panel on the right to assign dollarsThis Targets + Auto-Assign combo is how you can create a budget template, but that’s jumping ahead a bit. 😉Let's move on to Step 4 and schedule some transactions!

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