How do I reset my budget amounts?

If you manually change budget category amounts, you may wish to reset them back to the average of your last 3 month’s transactions.

Mobile –

When you are in Budget setup mode there is a reset feature for each of the Income, Essentials and Lifestyle category groups. Reset is located at the top right of the screen, and this will revert all category amounts to the average of your past 3 month’s transactions for that particular group. When you reset, you can choose to

  • Change only for this month
  • Change for this month and onwards
  • Change for all months

budget_essentials

If you wish to reset a single category to the average of your past 3 month’s transactions, drill down on the category to the transaction level where the average will be calculated for you. You can then manually change the budget amount.

budget_transactions

Desktop – 

When you are in Budget setup mode there is a reset feature for each of the Income, Essentials and Lifestyle category groups. A reset icon is located to the right of each group name, and this will revert all category amounts to the average of your past 3 month’s transactions for that particular group. When you reset, you can choose to

  • Change only for this month
  • Change for this month and onwards
  • Change for all months

budget_setup

If you wish to reset a single category to the average of your past 3 month’s transactions, drill down on the category to the transaction level where the average will be calculated for you. You can then manually change the budget amount.

budget_transactionaverage