Budgeting With EveryDollar

Articles

How Do I Add Income Budget Items?
1. To add an Income budget item, click "+ Add Income" in the Income group at the top of the budget. 2. A new Income budget item will be created. Type in the name of the Income budget item in the "Label" field an...
How Do I Show an Income as Received?
The Income section of your EveryDollar budget shows your Planned income and the actual received income. You enter the Planned number manually, and it's based on what you think you will be receiving this month. In our example here, Paycheck ...
How Do I Add a New Budget Item?
Step 1. Click "+ Add Item" to add a new budget item inside a budget group. Step 2. When you click "+ Add Item", a default name of "Label" is created. Simply start typing and hit return/enter ...
Why Is My Fund Balance Not Saving?
Fund balances (and debt balances) cannot be edited or updated except in the current calendar month. If it's March and you want to work on your plan for April, for example, you cannot update any of your fund balances on the April budget. Eve...
How Do I Add a New Budget Group?
Adding a new budget group is a great way to customize your budget. We have created some preset budget groups to start with, but you can add as many new budget groups and budget items as you'd like. Step 1. Scroll to the bottom of your bud...
What is a Fund?
If you have a particular savings goal, turning a Budget Item into a Fund can be useful.  Let's say you want to start saving for Christmas. If you start saving early, you might actually have enough money to buy presents for the 67 peopl...
How Do I Turn a Fund Off?
Currently, there is not a way to turn off a fund once it's been turned on. (This is a feature we're working on.) If you no longer want to track that line item on your budget as a fund, simply delete the budget item. Then, if you still want that line...
Can I Have More Than One Budget Per Month?
At this time, EveryDollar only allows one budget per calendar month. We believe focused intensity is what gets results when it comes to budgeting. We want to help you by keeping your budget simple and focused. A single monthly budget will help ...
How Do I Delete a Budget Group?
To fully customize your budget, you can delete any of the "Budget Groups" ( except the "Debt Group" ), rename existing groups, and  add new groups .  1. To delete a group, first, click on the ...
How Do I Delete the Debts Budget Group?
Congratulations! You are totally debt-free (maybe even including the house!) and you'd like to remove the "Debts" budget group from your EveryDollar budget. Unfortunately the "Debts" budget group cannot be removed at this time. Meanwhile...
How Do I Delete a Budget Item?
1. To delete a budget item, click on the name of the budget item you want to delete.  A trash can icon appears to the left of the budget item. Click the trash can. 2.  A confirmation  box p...
 How Do I Change the Order of My Budget Items?
To change the order of an item within a budget group, first point your mouse at the line item you want to move. Look for the three vertical dots that appear to the left of the name of the item. Click those three dots to drag and drop the budget item...
What is the Favorite Button?
The "Favorite" option is great for keeping track of expenses or funds that you frequently use. EveryDollar displays all of your favorites at the top of your budget for quicker access. 1. When you click on a budget i...
How Can I Print My Budget?
Printing your budget is easy! While there is not a Print button built in to EveryDollar.com, you can print your budget with your browser's print function. Or you can type Ctrl+P (for Windows) or Command+P (for Mac). This will print out a &q...
How Do I Reset My Budget?
Sometimes you need a fresh start. We get it. That's why we've designed a way for you to reset your budget. It doesn't eliminate your debts and make up for overspending in a category, but if you made some mistakes or dropped too many tra...
How Do I Copy My Budget to the Next Month?
Congratulations! You've made a budget, given every dollar a name, and kept up with your expenses all month. Now, as next month approaches, you're ready to create a new budget. Creating a new budget is very simple. From the main bud...
How Do I Toggle Between Spent and Remaining in the Budget?
You can switch back and forth between seeing the amounts you have remaining to spend and the total amounts you've spent for each budget item.  1. By default, EveryDollar will show what you have "R...
Should I Enter My Mortgage Under Housing or as a Debt?
The great thing about budgeting with EveryDollar is that it's simple, yet powerful and flexible. Most people will enter their mortgage payment under the "Housing" budget group rather than in the "Debt" section. If you...
How Do I Change the Order of My Budget Groups?
Re-ordering your groups is simple. Just click the "3 dot" icon to the left of the budget group name and drag it to wherever you like.   *Note that you cannot delete, create, or reorder your budg...