How to Move a Transaction to a Different Budget Month

EveryDollar does not automatically assign a transaction to a previous month's budget. If a transaction lands on the wrong month, you can remove it from its current Budget Item and reassign it to the correct month.

Move a Transaction on EveryDollar.com

1. Click on the Budget Item that contains the transaction you want to move. A list of the transactions located within that Budget Item will appear on the lower right side of the screen. 
2. Scroll through the transactions assigned to this Budget Item until you see the one you want to move.
3. Click that transaction and a pop-up window will appear.
4. Click the gray X icon next to the name of the Budget Item where it's assigned.
5. Click the blue Save Changes button at the bottom right. 

The transaction will now appear under your New Transactions list. Click the month at the top of the budget and select the correct month. Then drag the transaction into the appropriate Budget Item.

Move a Transaction on EveryDollar Mobile

1. Tap the Budget Item that contains the transaction you want to move. A sub-screen opens with a list of transactions assigned to that Budget Item at the bottom.
2. Tap the transaction you want to move. The Transaction Details screen opens. 
3. Tap the blue minus sign next to the Budget Item name. 
4. Tap Save.

The transaction now appears in the New Transactions blue coin. Tap the month at the top of the budget and select the correct month. Then tap New Transactions and drag the transaction into the appropriate Budget Item.

Next Steps

Your transaction is now tracked in the correct month. Open EveryDollar and confirm your budget totals reflect the change.