Edit category plan
Choose a period, review bills and goals, then allocate cleared cash. Income forecasts aren't available cash.
Edit category plan
This month's unspent allowances use cash left after protection. Protected bills count once. Goal reserves are separate: exclude goal-funded purchases from everyday allowances.
Monthly and payday plans share allocations; other periods use separate envelopes. Switching keeps plans without adding cash.
- Choose Home.
- Check Planning period.
- Choose Edit category plan.
- Enter Groceries in Search categories.
- Enter 200.00 in Groceries · Monthly allocation.
Enlarge screenshotPreview changes
Preview only — nothing applied
- Choose Preview changes.
Enlarge screenshotSave allocation
- Choose Save allocation.
- Check Current balance.
Enlarge screenshotPlanning only: saving or moving an allocation changes category limits. It does not transfer money or change account balances.
- Available to allocate
- $974.50
- Remaining everyday allowances
- $174.50
- Unassigned after allowances
- $800.00
Groceries: $200.00 − $25.50 = $174.50
Wait for save confirmation. If an error appears, correct it before continuing.