Assigning in Future Months on Mobile

Have you assigned money for everything you need in the current month (including your True Expenses!), but still have money in Ready to Assign waiting for a job? Knowing everything this month is covered is a huge milestone! 👏🏽

Those dollars that still need jobs? You can budget them in next month to get ahead. No time machine needed! 


In the header, tap on the arrow to move forward to the future month. You'll see your dollars still in  Ready to Assign.

 At the very top of the screen, tapping the arrow to the right of the month name will shows a drop down with other months


Follow the same prioritization sequence you used in the current month, assigning money until Ready to Assign is $0.00. You can also use Auto-Assign to automatically assign that money based on your Target priorities.

Now, back in the current month you'll see zero dollars in  Ready to Assign. That's it, you've given every dollar a job! 🎉

Want to budget more than one month ahead? No problem! You can assign money as far into the future as you’d like, as long as you've assigned money in at least one category in the previous month.

Assigned in Future

To easily see how much you've assigned in a future month, log in to the web app and look for Future Months in the Inspector (right sidebar), which will give you a list of the amount assigned in future months.

Future Budgeting & Ready to Assign

Once you assign money into the future, your most up-to-date  Ready to Assign number is in that future month.

If you have $1000 in  Ready to Assign and assign it into next month, then return to the current month and assign another $25 to groceries, that $25 will come out of Future Months, not your current month’s Ready to Assign (which will still say $0.00). Move money between categories instead! And if you're overassigned in the future, reduce the amount assigned into your categories until Ready to Assign is zero again.

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