To Be Budgeted Calculation

Has anyone looked into how TBB is calculated?

I'm trying to work out what is displayed on the website/app, vs what is in the BudgetDetail.MonthsSummary.ToBeBudgeted.

So far here is what I have... but I'm honestly not sure if I'm right or not... and I'm not sure if I'll end up needing this for what I am planning to do, but now I'm curious.

BudgetDetail.MonthsSummary.ToBeBudgeted is calculated as:

All income to date for the month and prior months 


All budgeted to date for the month and prior months 


As for what the website displays:

If BudgetDetail.MonthsSummary.ToBeBudgeted is < 0

  • BudgetDetail.MonthsSummary.ToBeBudgeted

Else if BudgetDetail.MonthsSummary.ToBeBudgeted (minus) All future budgeted < 0

  •  0


  •   BudgetDetail.MonthsSummary.ToBeBudgeted (minus) All future budgeted

I would love to know if anyone else has looked into this and figured out the calculations... or if I am just missing some additional documentation that provides further details on the fields, what they are used for and how they are calculated.

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    • Superbone
    • Senior Software Engineer
    • Superbone
    • 2 mths ago
    • 1
    • Reported - view

    Funds this month - overspent last month - funds budgeted this month - funds budgeted in the future

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      • dakinemaui
      • dakinemaui
      • 2 mths ago
      • Reported - view

      Superbone The "funds budgeted in the future" may be less than the sum of budget entries in the future. (Stealing from the future, remember?) More accurately, the Budgeted In Future header is the portion of funds being used by future budget entries.

      I believe the OP is looking at the API, however.

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    • dakinemaui 

      I think I have it worked out now.  I believe I just got myself really confused by trying to look at my actual budget with thousands of transactions vs a simple budget to work out how it’s done...

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