This is a comprehensive guide on resetting the Paycheck Planning tool through either EveryDollar.com or EveryDollar mobile. After resetting, income and expenses default to the first of the month, allowing you to reschedule the dates for your budget items. Follow the steps outlined below to complete the reset.
Reset Paycheck Planning on EveryDollar.com
- Click the Paycheck Planning tool in the left-hand side menu bar.
- Scroll to the bottom of the page.
- Click Reset Paycheck Plan.
- When prompted to confirm your choice, you'll see a question that asks, "Are you sure you want to reset Paycheck Planning?" select Yes, Reset.
Reset Paycheck Planning in EveryDollar Mobile
- Open the Budget page.
- Tap on the square indicator at the top of the budget named Risk of Overspending.
- Scroll to the bottom of the page.
- Tap the option Reset Paycheck Planning.
- A message will show on screen that asks you to confirm your choice. You'll be asked, "Are you sure you want to reset Paycheck Planning?" select Yes, Reset.
Pro Tip: If the Safe to Spend option is turned on in Settings, you'll see your budget's Remaining amounts are affected based on the Paycheck Planning schedule.
Learn more about this here: Negative Amount in Remaining.
Next Steps
After you reset Paycheck Planning, your income and expenses are now scheduled for the first of the month. You can now choose the correct dates for your each of your budget items.
You can also schedule a call with an EveryDollar Coach who can answer your questions about EveryDollar or about a financial goal you're working on.
Schedule a coaching call here: One-on-One Coaching.