Budgeting

Articles

Can I Edit My Budget in the iPhone App?
Editing your budget while on the go is now easier than ever! You can add new Budget Items, edit them, delete them, and reorder them right from the iPhone app. Check out these articles on editing your budget: How Do I Add New Budget ...
How Do I Add New Budget Items on the iPhone App?
Step 1. To add a new line item to your budget, start by tapping the "+ Add Item" option underneath the Budget Group where you want the item. Then type the name of the new Budget Item. Step 2. Tap on the dollar amount on the right ...
How Do I Delete a Budget Item on the iPhone App?
To delete a Budget Item on the iPhone app, simply swipe to the left on the item you wish to delete. Then tap the red "Delete" button and "OK" to confirm. ...
How Do I Reorder Budget Items on the iPhone App?
To reorder a Budget Item on the iPhone app, simply tap and hold the item you want to move, and drag up or down to change its position. ...
How Do I Edit the Planned Amount in a Budget Item on the iPhone App?
Step 1.  Tap on the dollar amount that you want to edit and enter the new amount. Only tap on the number. Tapping anywhere else on the budget item will bring you to the screen where you change the budget name. Step 2.  Tap &...
How Do I Edit the Name of a Budget Item on the iPhone App?
Step 1.  Tap on the name of the Budget Item you want to edit. Be sure not to tap on the dollar amount, or it will prompt you to change the amount instead. Step 2.  At the top of the next screen, tap on the name of the Budget Item ...
Is There a Category Summary on the iPhone App?
Yes! We have a breakdown of all your Budget Groups in multicolor goodness. 1. Tap on the Color Wheel at the top of the screen to see the details. 2. Scroll up and down to see each Budget Group's details. You can see the totals both for...
How Do I Create Funds on the iPhone App?
Creating funds is a great way to track your savings for an  upcoming expense or goal. (annual property tax payment , the holidays, vacation, etc.). Right now you cannot create a fund using the iOS app. That's something that will have to be ...
How Do I Assign Favorite Budget Items on the iPhone App?
1. Tap "Choose Favorite(s)" 2. Select the budget item(s) you would like to add as a favorite. 3. Tap the "Done" to save. ...