Clear a year's plan

Reset sets the planned amount of every category to $0, from a month you choose through December of the year shown. It does not change transactions.

Steps

1. Select Annual Budget Plan under Plan ahead in the sidebar (on a phone, the More tab, then Annual Budget Plan). Open the year you want to clear.
2. Select the three-dot button in the toolbar, then Reset year to zero….
3. In the "Set 2027 budgets to zero?" dialog, choose a start month under Zero every planned amount. The options run from from Jan to from Dec. The default is the current month when you view the current year, otherwise January.
4. Read the count, for example "This changes 36 amounts in September to December." If no amounts are set in those months, the dialog says "No amounts are set in those months." and Set to zero is dimmed.
5. Select Set to zero.

A banner starting "Plan reset" appears above the toolbar.

What it changes

• It zeroes every category in the budget file, including hidden and off-budget categories, even though Generate skips hidden ones. The dialog count includes them, so it can be higher than what the grid shows.
• It changes planned amounts only. Transactions, Rollover settings and templates stay as they are.
• The number in the banner counts every saved amount in those months, including amounts that were already $0. It can be higher than the count in the dialog.

Undo a reset

Select the left curved arrow (undo) at the top of the page. Each press reverses one step, newest first. When you reach the reset, undo restores the whole year to how it was before the reset. See Plan your year.

To clear one category instead, select Reset row in its row. Reset row is not available on a phone.