Hi. Is there a way to set up the accounts so that when we import the intial amount or transaction we can use this as intial income? This will allow us to put it into the budget. Maybe this exist already but I can not find out how to do it and it means my previously budgeted amounts are not showing. | Getting Started

Hi. Is there a way to set up the accounts so that when we import the intial amount or transaction we can use this as intial income? This will allow us to put it into the budget. Maybe this exist already but I can not find out how to do it and it means my previously budgeted amounts are not showing.

Jessica Mathewson

6 days ago

Din from Lunch Money

Hey Jessica Mathewson!

We've just released an update to the budgeting feature on beta, and you can set an initial amount when enabling rollovers! You can adjust the global rollover budget under 'Budget Settings'. If you have expense categories with "rollover to the same category" enabled, you can also adjust the starting balance for those categories. Please have a look, and let me know if this is what you were looking for! :)