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Move between months

Change the month on the Budget page, return to the current month and pin a month so the page always opens on it.

Updated October 16, 2026

The Budget page shows one month at a time. Use the arrows to change the month. Pin a month if you want the page to open on it.

Change the month

  1. Select Budget in the sidebar (on a phone, the Budget tab).
  2. Select the right arrow beside the month name for the next month, or the left arrow for the previous month.

Each arrow moves one month. You can move to past and future months.

Go back to the current month

Select Back to this month. The link appears only when you are viewing a different month. It takes you to the current month, even if another month is pinned. On a phone, it is under the month controls, on the right.

Pin a month

  1. Go to the month you want.
  2. Select the pin icon next to the arrows. The pin fills in and the button shows Pinned. On a phone, the button shows only the filled pin.

From now on, Budget opens on that month. Select the button again to unpin it.

  • You can pin one month for each budget file. Pinning another month replaces the first.
  • The pin is saved in this browser only. It does not follow you to another browser or device.
  • The pin applies when you open Budget from the sidebar or the tab bar. A link to a specific month, such as the overspent chip, opens that month instead.

See all 12 months

Select See all 12 months to open the Annual Budget Plan for the year you are viewing.

  • How the Budget page worksWhat the Budget page shows for one month: the headline figures, the columns, how Balance is worked out and the Month summary.
  • Set your monthly amountsEnter a Budgeted amount for a category, copy it to the rest of the year, edit a group total or add a category from the Budget page.
  • Plan your yearEdit planned amounts for all 12 months in the Annual Budget Plan grid, fill a row, undo changes and add categories.

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