Defaulting to old budget?
I recently did a fresh start and both my archived budget and current show up. However, in both the mobile and my web version it will sometimes open to the archived version and I start using it without realizing that I am entering transactions into the old budget. How can I ensure that I am using the current budget and make it default to that all the time? Do I need to delete the archived budget? That doesn't seem to make sense but I'm almost ready to do it so I don't screw things up more!
Hi Amy! Hot Pink Case (575c58fc1ddc)
You can choose to open your most recently-used budget by default when you log in. To do that:
- Click on your email address in the bottom left corner
- Select My Account.
- Check the box next to "Open most recent budget by default."
Going forward, the budget you've worked on most recently will open automatically when you log in – as long as you’re not using a bookmark for a specific budget.