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Plan an empty month

Start a month that has no planned amounts by copying last month or filling it from your Budget template.

Updated October 30, 2026

When a month has no planned amounts, the Budget page shows a card with two ways to start it. The card reads "Nothing is planned for October yet."

The card shows when your budget has at least one expense category and every expense category is $0 for the month, hidden ones included. Income amounts do not count.

Steps

  1. Select Budget in the sidebar (on a phone, the Budget tab).
  2. Choose the empty month. See Move between months.

  3. On the card between Income and Expenses, select one button:

    • Copy September's amounts: copies every non-zero amount from the previous month, income included. It shows only when the previous month has a planned amount in a visible expense category.
    • Use my template: fills the month from your active Budget template. It also runs your funding formulas and goals. It shows only when the active template has at least one line on a visible, on-budget category.
  4. Read the green message at the top, for example "Copied 12 categories · 0 already set were left alone." or "Filled 9 categories for October."

Both buttons fill only categories that are $0, and neither writes into a hidden category. They never replace an amount, so they ask for no confirmation.

If there is no button

When neither button applies, the card says "Type an amount on any line to start." Enter amounts in the Budgeted boxes. See Set your monthly amounts.

If the template fills nothing

The message "Nothing in your template applies to October. Type an amount on any line to start." means the template, formulas and goals put no amount on a visible expense category for that month. While that message shows, the card leaves out Use my template. A template line set to On date (on a phone, on occurrence) lands only in the months it falls due. See Apply a template to your year.

Undo

To reverse either button, open the Annual Budget Plan for that month's year and select the left curved arrow at the top. Undo restores the whole year, so amounts and Rollover settings you changed afterwards are reversed too.

  • Month actionsEvery item in the Month actions menu on the Budget page: what it writes, when it asks first and the message it shows.
  • 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.

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