STEP 6: Update Last Month's Budget

Modified on Tue, 7 May, 2024 at 10:44 AM

Click here to watch a video of this process.


  1. Click on Budget in the left sidebar

  2. Use the arrows in the upper right to get to last month.

  3. Open each group and update the budgeted amount for each category to match the actual amount

    1. The middle column titled Budgeted will be an editable box

    2. The column just to its right shows you how much you actually spent or received for that category

    3. Because this month has already passed, you will simply update the budgeted value to match the actual value

  4. You will be able to see your total expenses and income in the upper right of this page.

  5. Remember, this is not a representation of who you are or what is to come. This is meant to be a wake up call and an opportunity to learn from your past. In order to face your reality, you need to fully understand your reality! 

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