Group budgeting

Users can turn on or off budgeting at the group level for both income and expense groups, instead of budgeting at the category level. You are able to enable rollovers for group budgeting as well. 

When turned on, any categories within the group will no longer have individual budget items, and their “Actual” amounts will instead roll-up to the group level and be compared to the group’s budget. An example of this can be seen below:

Untitled (1).png

To turn group budgeting on:

  • Navigate to your Budget page.
  • Find the group that you would like to toggle on the group-level budgeting for.
  • Hover over the title of the group to see the Settings Gear icon:

Screenshot 2023-08-16 at 3.49.21 PM.png

  • Under Budget, you will have the ability to expand this drop down and select to budget "by group".

Screenshot 2023-08-16 at 3.49.39 PM.png

  • After selecting how you want this group to be budgeted, save your settings change.
  • You will now see your categories adjusted and calculated by group spending. The group's budget can be adjusted at any time and your group budget will be recalculated.

Screenshot 2023-08-16 at 3.49.51 PM.png

To turn group budgeting off and use category budgeting:

  • Navigate to your Budget page.
  • Find the group that you would like to toggle on the group-level budgeting for.
  • Hover over the title of the group to see the Settings Gear icon:

Screenshot 2023-08-16 at 3.49.21 PM.png

  • Under Budget, you will have the ability to expand this drop down and select to budget "by category".

Screenshot 2023-08-16 at 3.49.31 PM.png

  • After selecting how you want this group to be budgeted, save your settings change.
  • You will now see your group adjusted and broken down by category spending. The category's budget can be adjusted at any time.

To turn group budgeting rollovers on:

  • Navigate to your Budget page.
  • Find the group that you would like to toggle on the rollover for.
  • Hover over the title of the group to see the Settings Gear icon.
  • You will see the "Make this category group a monthly rollover" section. Toggle the switch on.
  • Select the Starting Month from the dropdown menu.
  • Save your settings.

Screenshot 2023-10-20 at 4.02.05 PM.png

Was this article helpful?
50 out of 79 found this helpful