Budget: Plan Future Month's Budgets (Funds auto rollover)

Rayah Smith

March 30, 2026 16:26

I often have to make the next months budget a week or 2 early as I am figuring out a plan for some of my bigger expenses. I use the funds feature but I have found that once I make the next month's budget, it does not automatically update to show transactions and changes I make to the fund in the current or previous month. My only options at that point are to reset the next month's budget by either making all of the amounts zero (which does not carry over the fund transactions from the previous month), or to copy over the budget from the previous month entirely, which erases any changes I had made for the next month's expenses. I would like to see the system automatically update to carry over  transactions and changes to funds from previous month's to the future month's instead of having to manually keep track of the changes or resetting the future budget to erase changes.

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  Maria Andrews

  April 01, 2026 22:03

  I am having the same problem with my sinking funds not automatically updating from current month to the next, new month. I have not had this problem before in the 5 years using Everydollar.

  Am waiting for a reply from the Help Center already 3 days.

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  Travis

  April 02, 2026 13:26

  Hi Maria,

  Looks like we responded to your help center request yesterday, so should have a reply in your email inbox. If you create future months' budgets and then add or update Funds in the current month, those updates do not automatically copy over to the already created future months. Using the reset budget feature in the upcoming month will copy over those new changes.

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