mirror of
https://github.com/actualbudget/actual.git
synced 2026-05-30 07:57:16 -05:00
5424d6b402
Fixes #362 Taken from Teprifer#muddledjellyfish's answer on Discord server. --------- Co-authored-by: Zeus\Herb <herb@win.dows>
1.0 KiB
1.0 KiB
Restart your Budget (without removing transactions)
If you've fallen behind on your budgeting and want to start fresh without starting from scratch, follow these steps to reset your budget:
Step 1: Address Uncategorised Transactions
- Go through any transactions that haven't been categorised.
- If you're unsure where to assign certain transactions, create a temporary category named "Budget Reset".
- Once you've categorised all transactions, you can hide this temporary category.
Step 2: Reconcile Your Accounts
Using the Reconcile feature, bring your accounts up to date with a current balance. This ensures that your accounts reflect the actual available funds.
Step 3: Adjust Previous Months' Budgets
- Navigate to the month prior to your new start (e.g., the end of May).
- Review each budget category:
- If a category has a negative balance, allocate additional funds to bring the balance to zero.
- If a category has a positive balance, click on the category and transfer the balance amount back to the "To Budget" area.