Moving Budget Between Categories

Moving budget between categories is necessary when a category is underbudgeted — meaning the Available column shows a red negative number.
There are two ways to fix this.


Option A: Move Budget to Another Category

Find a category whose Available amount is positive (green) and that you won’t fully use.
    Click the Available field of that category.
    In the Move Amount to Category popup panel:
  • Enter the amount you want to move.
  • In the Category field, start typing the name of the underbudgeted category and select it from the autocomplete list.
    Click Move.


Option B: Cover Overspending Directly

    Click the red negative Available amount of the underbudgeted category.
    In the Cover Overspending with Another Category popup panel:
  • Start typing the name of the category you want to move budget from.
  • Select it from the autocomplete list.
    Click Cover.


How to Think About It

Moving budget between categories is like moving money from one envelope into another.
You’re not creating new money — you’re reallocating money based on your priorities.