Recalculate Budgets

  • Updated

If your budgets seem a bit off or you want to take advantage of automatically created budgets, you can use the recalculate feature.

In order to make these budgets as accurate as possible, recalculation is based on the last two months for which complete data are available.


To recalculate your budgets:

  1. Click on the Add New Budget link on the top right of the budgets window.
  2. Scroll to the bottom of the list that appears.
  3. Click on Recalculate Budgets near the bottom of the page
    • You'll see a preview of each newly created budget next to the previous budget amount.
  4. Click Save if you'd like to keep these budgets. Click Undo if you change your mind.

To learn more about the Budgets tool, watch the quick clip here. 


Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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