Screens and reports that use your plan
Which screens and reports use your planned amounts, and which months of the plan each one reads.
Updated October 30, 2026
Your plan is one planned amount for each category and month. It is the Budgeted amount on the Budget page and a cell in the Annual Budget Plan. These tables list where those amounts appear.
In the app
| Screen | Where the plan appears | Months used |
|---|---|---|
| Budget, category and group rows | Budgeted | The month you are viewing |
| Budget, headline | Budgeted under Income and Expenses (not on a phone), and the Plan line under Net this month (planned income minus planned spending) | The month you are viewing |
| Budget, Month summary | Budgeted vs spent and Buckets this month | The month you are viewing |
| Budget, Month summary, outlook card (titled with the year, for example 2026 outlook) | The planned figures for Income YTD and Spending YTD. Projected year-end net adds the plan for the months after the one you are viewing | The year you are viewing |
| Home | Plan under Net this month, and "of $X budgeted" on the Spent card | The current month |
| Annual Budget Plan | The grid | All 12 months of the year shown |
| Annual Budget Plan, Annual summary | Cash flow projection and Spending distribution use the year's planned totals. Actual vs plan uses the plan from January through the current month, or the whole year for a past year. Projected year-end net adds the plan for the remaining months. Neither is shown for a future year | The year shown |
| Budget template, Compared with (per month) | The year's plan averaged per month, next to the scenario | The current year |
The Goals page does not use the plan. A goal tracked by a category counts the money recorded into the category, not its Budgeted amount. See Goal progress calculations.
In Reports
| Report | Where the plan appears |
|---|---|
| Reports home | The cards Plan vs actual (this month), Plan vs actual (over time), Income (dotted plan line) and Looking ahead |
| Plan vs actual | Planned and actual amounts for each category. The Amounts view shows the plan and actual for each month. Over several months, each month's plan is added up. A month with no plan for a category is left out of that category's figures. Spending in a category with no plan in any month shown is counted under Spent without a plan. The current month counts against its plan to date. Over several months, the chart starts at the first month with a plan and appears once two months have a plan. To date and Average leave out months before the budget's first month |
| Spending | On the Over time tab, a line named Plan in the legend appears when you choose one category and the columns are months |
| Income | A line named Planned income in the legend shows planned income for each month. Months before the budget's first month count as $0. It is not drawn when you filter by account |
| Looking ahead | For each category, the rest of this month's plan is spread evenly over the remaining days. The rest of the plan is the plan, less spending so far, less schedules still due in that category. A later month uses its own plan, or the plan of the last earlier month that has one |
Hidden categories keep counting in the figures above. Where a screen lists a hidden category that has an amount, it carries a hidden label.
These reports do not use the plan: Income and cash flow, Giving, Giving statement, Where income goes, Year over year and Net worth.
For how to read each report, see Check your plan with Plan vs actual.