It's a new month, you make your new budget, and it does not carry over all the Items or Groups from the previous month. Frustrating, right? Here's why that can happen.
Planning Too Soon
When you click on the button to "Start Planning for ___“ for a new month, all of the Budget Items and Planned amounts from the current month's budget will pull over into the new month's budget. If you plan out multiple budgets in advance and then make changes to previous months, those changes won't carry over.
Meaning if you're in April and you create budgets through October, and then change something in June, that change won't be reflected in the months after June. You'd need to do make those changes manually.
This is one reason why we recommend waiting until the end of the current month to hit that button to start planning next month's budget.
What About Resetting?
If you click "Reset Budget" at the bottom of your budget, a sub-screen will pull up with these two options.
By selecting "Make All Planned Amounts $0.00", it will zero out all Planned numbers for the current month. If you select "Replace this month's budget with last month's budget", EveryDollar will pull forward your Budget Items and Planned amounts from the previous month.
Note: This will move all your assigned transactions for the month into the “New” transactions queue. It will look as though they have not been assigned yet.
Also, moving forward, EveryDollar should copy over correctly into other budget months as long as they are not already planned.
Pro Tip: If you have money from this month that you didn't spend, read how to account for it in EveryDollar.
Next Steps
If you've reset and now have transactions in your Transactions Queue, you can track them in batches back into your budget. That'll save you some time!