Switching Between Budgets

    Click the currently selected budget name at the top of the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap the menu icon in the top-left corner, then tap the currently selected budget name.
    In the dropdown list, select the budget you want to switch to.
The selected budget becomes active immediately. All data (accounts, categories, transactions, and reports) will reflect the newly selected budget.