Plan your year

Set the planned amount for any category in any month of a year. Changes save as you type.

Edit amounts

1. Select Annual Budget Plan under Plan ahead in the sidebar (on a phone, the More tab, then Annual Budget Plan). The page opens on the current year.
2. To change the year, use the arrows beside the year.
3. Select a month cell in a category's row.
4. Enter an amount, for example 1200 or $12.50. Negative amounts are allowed. An empty cell, or text that is not a number, is $0.

The row saves when you stop typing, leave the cell or press Enter. There is no Save button.

Fill a row with one amount

1. Enter an amount in the small box at the right end of the row.
2. Select Fill. The amount goes into all 12 months.
3. If months already hold a different amount, the Replace amounts in 2027? dialog says how many will be replaced. Select Replace amounts.

Clear a row

1. Select Reset row at the right end of the row.
2. If any month has an amount, the Reset amounts in 2027? dialog opens. Select Reset amounts.

All 12 months become $0. To zero every category from a month onward, see Clear a year's plan.

Undo and redo

Use the curved arrows at the top of the page: left to undo, right to redo. Hover over a button to see the change it applies.

• The page keeps the last 10 steps for each year. Each row edit is one step. Hiding a category or group with the clean-up box ticked on the Categories page is also a step, and the hover text reads "Undo: Hide" followed by the name.
• Undo restores the whole year (amounts and Rollover settings) to how it was before the last step. It also reverses changes that are not steps, such as editing one amount on the Budget page.
• A new change clears Redo.

Month actions on the Budget page also add steps.

Add a category or collapse a group

To add a category, enter a name in New category name at the bottom of a group. Press Enter or select the plus button. The category starts at $0 in every month. Names can be up to 60 characters.

To hide a group's categories, select the arrow beside the group name. The grid remembers this in this browser only.

Hidden categories

A hidden category or group appears only in a year where one of its months has an amount. It is dimmed, has a hidden label and comes last in its group. You can change its month cells, for example to set an amount to $0. It has no Fill or Reset row, you cannot drag it, and a hidden group has no New category name box. See Manage categories and groups.

See the year's totals

Select the Annual summary tab on the right edge. It shows Cash flow projection, Spending distribution and, for the current year and past years, Actual vs plan. See Screens and reports that use your plan for what each figure uses. On a very wide screen, the summary is a column beside the grid.

On a phone

One card per group replaces the grid. Each card shows each category's yearly total, an amount box and Fill. A hidden category shows only its name, the hidden label and its yearly total. You cannot edit single months, reset a row or add a category on a phone. To change one month, use the Budget page.