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How to Change a Fund to a Normal Budget Item

Nathan
Updated

To make a Fund a regular budget item again, delete the existing Fund and create a new budget item with a slightly different name. Funds cannot be turned off once enabled, and budget item names must be unique.

 

Before You Begin

  • Note the Fund’s current balance if it has money saved.

  • Choose a new name for the regular budget item. For example, change Car Maintenance Fund to Car Maintenance.

     

Steps to Delete a Fund on EveryDollar.com

  1. Open the month where you want to remove the Fund.
  2. Click on the Fund item you want to delete.
  3. Click the trash can icon beside the item name.
  4. Select Yes, Delete to confirm.

 

Steps to Delete a Fund in the EveryDollar Mobile App

  1. Open the month where you want to remove the Fund.
  2. Tap the Fund item you want to delete.
  3. Scroll to the bottom of the page.
  4. Tap Delete Budget Item.
  5. Tap Yes, Delete to confirm.

 

Add a Regular Budget Item

  1. Select Add Item in the budget group where you want the new item.
  2. Enter a name that is slightly different from the deleted Fund’s name.
  3. Leave the item as a regular budget item; do not select Fund or Make This a Fund.

 

Additional Information

Deleting a Fund un-tracks any transactions assigned to it, including split transactions. Review your transactions after deleting the Fund and track them to the appropriate budget item.

 

Next Steps

Open your budget and add a planned amount to the new budget item. Continue tracking related transactions to that item as you spend. If the Fund you deleted had transactions assigned to it, those should be un-tracked now, so be sure to track them to the correct budget item in your budget.