So I have a goal that's for $50 a month for my gas bill. It changes, but this month it was $48. So I needed to move that $2 somewhere else. But now I see my monthly goal as underfunded. Is there a way to adjust the goal for just one month or move the money from that budgeted to show it as green?
Yes, re-establish the goal in next month's area.
Just because the latest outflow was $48 doesn't mandate that you move that $2 away. In keeping with Rule 2 (True Expenses), many people leave that money in the category so they have less to find when the bill increases later.
Ideally, you would budget a minimum of the average so a surplus builds up in the below-average months. Obviously, budget more if a bill will exceed the Available amount, which is likely when just starting out.
Eric S said:
it's more of a me just wanting to see everything as "green" rather than there being any actual problem.
I'm with you on this. I need everything to be green. This is just my 2nd month, so I'm no expert. I've decided to go with keeping it green and not adjusting the budget, specifically on bills like the gas bill and electric. Then I don't have to budget as much the following month.
Now in January we used substantially less for Dining Out and Gas so I did adjust the budget and reallocated that money. Then I reinstated the goal in February. But I kept it green because that's important to me!