Set your monthly amounts

Each category has a Budgeted amount for each month. Enter it for one month, then copy it to later months.

Set an amount for one month

1. Select Budget in the sidebar (on a phone, the Budget tab).
2. Choose the month. See Move between months.
3. Select the Budgeted box on the category's row.
4. Enter an amount, for example 650 or $1,250.50.
5. Press Enter or select outside the box. The amount also saves shortly after you stop typing.

• Dollar signs, commas and spaces are ignored.
• A negative amount is allowed, for example for a refund you expect.
• An empty box is ignored and the old amount comes back. To clear an amount, enter 0.

Use an amount for the rest of the year

1. Set the amount for the month.
2. Select the three-dot button beside the Rollover button at the end of the category's row. On a phone, it is on the row's second line.
3. Choose the item that reads, for example, Use $700 for November and December too.

The amount goes into every later month of the same calendar year, never into the next year. The Use … too item does not appear in December or when the amount is $0. The menu then holds only Rename. The page shows no confirmation, so open a later month to check.

If a later month already holds a different amount, the Replace amounts in 2026? dialog names the months that differ. Select Replace amounts or Cancel. Months at $0 are filled without asking.

In Group view, the three-dot button on a group line does the same for every category in the group.

Every category row's three-dot menu starts with Rename, and every group header's starts with Rename group. Hidden rows differ: a hidden group has no menu, and a hidden category's menu holds Unhide, Unhide group or both, then Manage categories, with no Use … too item. See Manage categories and groups.

Edit a group total

In Group view, you can change a group's Budgeted total. See Group view and Category view.

1. Select Group at the top of the page.
2. Enter a new amount in the group's Budgeted box and press Enter.
3. In the panel that opens, choose the category that takes the difference ("Take $50 from:" or "Add $50 to:"). One is already chosen.
4. Select Save. Only the category you chose changes.
5. If the panel "Saved. Use $2,300 for November and December too?" appears, select Yes or Not now. Yes copies every category's amount in the group to the later months.

If no category holds enough to cover a decrease, the panel says "No single category has $50 to take." Select Open group and change the categories yourself. A group with one category has no panel.

Add a category

1. Select Add in the Income or Expenses bar.
2. On the Category tab of Add to your budget, enter a Name and choose a Group.
3. Select Add category.

In Category view, you can also enter a name in the New category name box at the bottom of a group and press Enter. A new category starts with $0 in every month. To rename, hide or delete categories, see Manage categories and groups.