I started fresh on 1/1 by following the steps listed in the help section but my unallocated amount was not correct after I set all my envelopes to zero. Is there a way to change that amount? I thought by setting up my accounts it would reconcile that, but it did not. Any help?
Thanks for posting and sorry for the trouble with Unallocated! Unfortunately, you can’t change the balance of Unallocated without making changes to either your Account or Envelope balances. That’s because Unallocated is money you have available in your Accounts but haven’t allocated yet – so all of those balances are connected to each other.
If Unallocated seems wrong, double-check that your Account balances accurately reflect what you have in real life. If they do, then what’s in Unallocated is money you have available to budget with. If they don’t, try updating your Account balances to make them match, and Unallocated will update too.
If that doesn’t help, send us an email to firstname.lastname@example.org so we can take a closer look at your Household and investigate further.
Hope that helps!
Hi Happy Couple –
Had the same problem. Here’s how I fixed it. Go to upper left of your homepage and click on the plus sign for new transactions. Then enter new income for the amount that is negative in unallocated. (Assuming your unallocated is minus.) Voila. You’ll see your unallocated is now zero. Let me know this doesn’t work for you. I do this at the end of every year on 12/31 which tells me how much I overspent that year.
If the new income you enter is actually income AND all your account balances match what they are in real life AND the total of your accounts (as seen on the accounts tab) equals the total of all your envelopes (as seen on the envelopes tab) then this will work. Otherwise your finances are not balanced and you either have more or less money in real life.