Always assign transactions to the budget month that matches the transaction date

Susan Perry

July 21, 2026 00:31

It would be a lot easier to be able to enter a transaction without being in that month’s budget.

EXAMPLE:

I’m in July 2026 budget, entering transactions. I find one from May that I forgot to put in. I should be able to just select “add transaction” and once I out the information in, the date of the transaction should AUTOMATICALLY put it in the month it belongs, versus me having to switch back and forth. 

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  Tod Johnson

  August 01, 2026 13:42

  For transactions from connected accounts this makes sense.

  For manually entered transactions this could be an entry error. Thus either of the below should be done:

  • The verification box for transaction month does not match budget month has two choices: enter into the current budget, or return to entering the transaction. Add a third choice: enter into the budget that matches the transaction month.
  • Add a setting to turn this on and off. This could be for all transactions, just manually entered transactions, or even separate settings for connected accounts, and manually entered transactions. My preference is separate settings.

  Any of the above solutions would be an improvement.

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