Budgeting works best when you plan before the month begins, but if you’re not sure how to move from one month to the next, you’re not alone. You can create your next month’s budget at any time, even before the current month ends. Many people set it up during the last week of the month so they’re ready to go on the first day of the month.
It's a good idea to do a quick check of your current month:
Make sure all transactions for the month are imported and tracked
Assign any untracked transactions to the correct budget items
Confirm that your remaining amounts for your budget items make sense
Apply any extra margin towards whatever your current goal is or towards your current Baby Steps
How to Create Next Month’s Budget on EveryDollar.com
Open EveryDollar
Navigate to the Budget screen
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Use the month selector at the top to move to the next month
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Click or tap the blue button to start planning for the new month
Your budget items, budget groups, and planned amounts will automatically copy over.
Adjust amounts as needed based on upcoming expenses, income, or goals.
How to Create Next Month’s Budget on EveryDollar Mobile
- Open EveryDollar
- Navigate to the Budget screen
- Click on the drop-down at the top of the budget next to the current month.
4. Use the month selector at the top to move to the next month
5. Your budget items, budget groups, and planned amounts will automatically copy over.
Next Steps
If you’re using bank connections, some transactions may still be pending or delayed. That’s normal. For help understanding how transactions post and reconcile, check out this article:
Bank Reconciliation and EveryDollar