What do I need to do with my budget at the end of a month?

Click here to check out a video showing a good practice to get into at the end of a month!

1. Go to your Budget page
2. Adjust the Budget amounts for every category to match the Actual amounts for every category
   1. This will make your budget reflect what you actually spent/ received for the month
   2. The remaining amount for every row should be $0 when you're done! :) 
3. If you are already in a good routine of sticking to your budget, you may wish to apply an overage or deficit from your last month to the upcoming month. 
   1. This is not something you need to do if you're consistently going over budget every month. If that is you, start fresh with the upcoming month and do your best to finish it strong.
   2. If, however, you're close to (or are) hitting budget every month, this is a good habit to get into!
   3. Find out how much you were over or under budget for the last month.
   4. Add a manual transaction for the new month to attribute that difference to the new month's budget.
      1. If you were over budget, your transaction will be a "debit" and you will put it in an expense category (you can name it Overage From Last Month).
      2. If you were under budget, your transaction will be a "credit" and you will put it in an income category (you can name it Rollover From Last Month).
   5. After you add the transaction, go back to your budget page - Make sure you're on the new month's budget.
   6. Update the Budget amount for the category you just applied the transaction to so that it matches the Actual amount.