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.

EveryDollar is designed to be an active tool that updates as you use it. The best way to handle your funds is to continue working on your current month's budget until the end of the month. Then you know what expenses, if any, will have come out of the fund that month. When you're ready to start next month's budget, EveryDollar makes a copy of the current month's budget and automatically carries forward all of your fund balances to the new month.

Once the new month actually begins, you can make any adjustments that you'd like to the fund balances.

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