Budgeting in Future Months

What if you’ve budgeted for everything you need in the current month (including your True Expenses!), but still have money To be Budgeted? This is an exciting moment. Knowing everything this month is covered is a huge milestone!

Those dollars that still need jobs? You can budget them in the next month:

1
In the header of the budget, scroll forward to the next month.
2
You'll see all your dollars still To be Budgeted.
3
Follow the same prioritization sequence you used in the current month, budgeting until To be Budgeted is $0.00.
4
Now, back in the current month, you'll see that money you just budgeted as Budgeted in Future. That's it, you've given every dollar a job!

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

Future Budgeting & To be Budgeted

Once you budget into the future, your most up-to-date To be Budgeted number is in the future-est month. If To be Budgeted is $0.00 in the current month, and you have money budgeted in the future, if you add another $200 to Auto Maintenance in this month’s budget, To be Budgeted will remain $0.00 in the current month—and the $200 will be taken from the future month’s To be Budgeted amount.

This is why it’s important to move money between categories when To be Budgeted is $0.00. If To be Budgeted ever turns negative, get your budget back on track by moving money from your spending categories to To be Budgeted until it reaches $0.00.

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