Topics and features
- Getting started
- Tracking transactions
- Managing categories
- Balance adjustment
- Managing reimbursement
- Scheduled transactions
- Multiple Books
- Budgeting for next month
- Budgeting
- Budget notes
- Budget amount history
- Off-budget transactions / account
- Overspending calculation
- Accounts
- Payees
- Tags
- Tips and Tricks
Topic - Budgeting for next month
The EP way
When you are entering this topic, it probably means that you are no longer living paycheck-to-paycheck. Congratulations!
Now, budgeting for next month can be done several ways. We have been thinking about this for a while and there is no perfect solution. But other solutions are involving messing with some of your categories and making it hard to understand (see alternative ways).
EP introduce a "magic" category called Shift to next month. Think of it as a normal category, you set a budget to it. Only one little difference, when the budgeted amount hit next month, it will automatically "released", that means you'll see it in your "To be budgeted" section.
This makes it easier because you don't have to enter the budget manually for every month. Now you can allocate a certain budget for next month every now and then.