Making a Fresh Start

There's nothing wrong with beginning again. In fact, it often means more success in the long run. 

Whether you want to move on from a starter budget, your life and priorities have changed, your (ahem) budgeting habits went south, or you just want a new view of your money (old budgets can be full of old habits, after all), try a Fresh Start.

1
Click on the name of your budget in the top-left corner of the app.
2
Click Make a Fresh Start.

Don't worry—a copy of your current (now old!) budget will be archived with today's date, which you can reference anytime by choosing Open Budget in that same menu.

In your Fresh Start budget, you'll see your account names, scheduled transactions, goals, notes, payees, and budget categories. Even your Direct Import connections will all be brought into the new budget for you. All transaction and budget data will be cleared out so you can start fresh.

Then, you'll add your account balances as of today, budget, and record spending—the three steps in our Quick Start Guide.

Enjoy your new budget!

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