Sometimes, a transaction with a previous month’s date will end up on the current month’s budget and be tracked in the current month. EveryDollar does not automatically assign a transaction to a previous month’s budget, so you’ll need to make sure you’re viewing the right month before tracking it. No worries—it’s easy to manage!
How to move a transaction to a different month 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. Navigate to the correct month by clicking the month at the top of the budget and choosing the month where you want to move the transaction. Then, drag the transaction into the appropriate category.
How to move a tracked transaction to a different month in the EveryDollar app:
- Tap on the Budget Item that contains the transaction you want to move. A list of all the transactions in that budget item will appear.
- Tap the transaction you would like to move. The Transaction details screen will open.
- Tap the blue minus sign next to the name of the budget item where it's assigned.
- Tap the "Done" button, in the upper right-hand corner, to save your changes.
- The transaction will now appear in your "New Transactions" blue coin. Navigate to the correct month by tapping the month at the top of the budget and choosing the month where you want to move the transaction. Then, select the "New Transactions" blue coin and drag the transaction into the appropriate category.