Why is "ready to assign" envelop per month? Instead of one universal

Hi everyone,

this is a minor thing, but always confuses me when I do some adjustments.

Why is the "Ready to assign" envelop tied to a specific month? Naturally I would say this is all the money not assigned to any envelop in any month, but that is not the case. It tries to do some cashflow shenanigans that then try to allocate the cash of "ready to assign" to current month.

E.g. if you go back to previous month and you have allocated 50 to an envelop and now take it off, it is not reflected in the last month "ready to assign" envelop. It goes to current "ready to assign".

As user I wish this would be simpler, like in classical envelop budgeting. You have pile of "cash" that is not in any envelop not matter the month.

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    • nolesrule
    • Stealing From the Future fix is an improvement but is incomplete....
    • nolesrule
    • 12 days ago
    • 1
    • Reported - view

    Well, it can't be universal because money can't flow backward in time. But yes, it should be using a different calculation that prevents over-assigning from hanging out only in the future months.

    Like 1
      • nolesrule
      • Stealing From the Future fix is an improvement but is incomplete....
      • nolesrule
      • 11 days ago
      • Reported - view

      note there would also be the scenario of overspending. It comes out of next month's RTA. if it came out of the current month there would be a recursive issue with RTA.

  • I get both sides of this...

    I ran into this recently when I needed to make an adjustment to a previous month's budget, and was confused when the RTA only showed up in the current month, and not the previous month, even though we were only 1 or 2 days into the new month.

    I checked with tech support, and their recommendation was to take it from RTA even though the number was 0 at the top of the month I was in.

    So to write this out a little easier...

    We had just rolled into January, and I needed to make an adjustment to December. When I added funds that should have shown up in December's RTA they were only visible in January, so I couldn't add them to a category in December.

    The work around is to simply budget from the RTA in December to the category that I desire. When you go back to January you'll see that the RTA has been reduced by the amount that was assigned from December, even though there was a 0 showing in December.

    SO not that it really matters, but there is a way to do it as long as you have funds in RTA in the following month.

  • This might be something that you want to reach out to support for. I just tried what you mentioned - went back to December and removed $50 from a category and my Available to Budget went to $50 in December and all months going forward. 

    The only time it didn't was if I went to a future month and made my available negative. I went to February and budgeted $25 I didn't have, making Available -$25, and then went to December and removed $50 from a category, which made my available $25. If you have budgeted money in a future month that you don't have, any money added or released from the past will go there first.

    Like 2
  • Hey Stepan - I just sent you an email directly in case you'd like us to take a look at your budget directly and help you sort out what's going on there.

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