Quick Budget

When using Quick Budget (Underfunded), it's not populating all underfunded categories. I have nothing selected but its only populating a few underfunded categories.

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  • Hi Gold Harp ! Glad you asked!

    If no categories are selected, Underfunded will only fill in empty Budgeted cells.That's to avoid overwriting your whole budget with one click if you weren't intending to do so. :)

    If you select two or more categories, that action will apply to all of them, budgeting the full Underfunded amount.

    I hope that helps! I'm going to move this thread to our Q&A section - just FYI :) 

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  • Okay, I'm confused. The "Underfunded Quick Budget" would fill out the remainder of my budget for November...The $ number it indicates is correct to finish it out...You're saying it will only budget $'s to cells that are empty?

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      • Janelle
      • ynab_janelle
      • 3 yrs ago
      • Reported - view

      Gold Harp - it will show the complete sum of your underfunded categories, but without any categories selected it's only going to budget to categories that don't currently have anything budgeted to them. Otherwise you could overwrite a lot of categories. 

      But if you select the categories which are underfunded (orange), and then click Underfunded, it should fill in everything you need. 

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  • 3 yrs agoLast active
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