Recurring Budgeting Amounts

I'm still trying to get a feel for everything and have what is likely a really obvious question. How do I set up a budgeted amount to recur every month so I don't have to re-enter it every time. I've look at the link below, but I can't seem to figure it out. Whether it's static things like internet/cell phone or fluid like groceries, I'd like to have a way to do this. Any help? I've also tried spending goals, but that hasn't worked either.

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  • Budgeted amounts are not automatic, but you can use the Quick Budget features to auto-fill based on Upcoming scheduled  transactions, goals, what you budgeted the previous month or what you spent the previous month.

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  • Whenever you input a transaction, right under the calendar, you should see a button that says Repeat. The drop down menu offers different options, I usually setup my autopay or similar transactions on a monthly repeat. These transactions will make your available money in your budget have a small calendar next to it, which means that upcoming scheduled transactions are coming up. 

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  • just to add...If the transaction is something that you do every day, you can also just duplicate it from the accounts screen. 

  • Great, thanks.

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  • 5 mths agoLast active
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