Starting my first budget

  I decided to start using the program after Christmas and, unfortunately, began a December budget.  Shouldn't have done that.  Should have simple started with a January budget.  If I delete all the goals in the December budget, will I be able to assign the transactions from the very end of December to the January budget?  Or is there a way to completely delete the December budget?  If so, can I adjust the available balances in the checking accounts easily?  One of our banks is linked and one is not.  Any advice is appreciated.  Thank you!

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  • Why do you wish you hadn't started the budget in December? I'm not sure what the problem is. What are the specific problems you think might be solved by moving transactions to January?

     

    As for how you'd do it, I'm in the UK so I don't know how linked accounts work, but it's fairly easy to fudge dates with manual accounts, as long as everything lines up eventually.

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  • IMO, no: keep the December entries. In my experience, the first month is usually a mess of adjustments to 'get started,' and doesn't reflect an average month, once underway. December should reflect December; go forward from there, and if you're concerned about reports being skewed, leave December out of them.

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