Topics and features

Topic - Balance adjustment

Budgeting an adjustment

Positive adjustment

When doing adjustment, you'll might see there's a difference between your EP and actual balance. If the difference is positive, that means you have extra money to budget. You will see the difference amount reflected in the 'To be budgeted' number. Simply allocate that number to a category and you're all set.

Negative adjustment

When the balance is negative, that means you are spending on something that is not recorded in EP. Basically, it's just another spending, and EP has prepared a special category for it, which we call 'Adjustment'. When you are making a negative adjustment, EP will update the budget amount for the 'Adjustment' category and lock it. What this means is that you'll have to adjust the budget in your other categories to make sure you are not running over budget.

Next: How does reimbursement works
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