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Making temporary budget adjustments

Increase or decrease a specific budget during the month.

Updated over a week ago

Temporary budget adjustments let you change the spend limit during the month, reverting back to the default spend limit when the month ends.


Configuring temporary budget adjustments

  1. Go to Manage (globe icon) in the left menu.

  2. Select Accounts.

  3. Select the Budget tab.

  4. Click on a budget from the list of budgets associated with the account.

  5. Go to Settings & Tools under Budget Actions near the top.

  6. Scroll to find the Pacing section.

  7. In the Temporary Budget Adjustment Amount field, enter a positive (e.g., 500) or negative (e.g., -500) amount. Note: The budget increases or decreases by this amount until the end of the month.

  8. Click Save to save the budget's updated settings.


Viewing applied temporary budget adjustments

You can view temporary budget adjustments in several places in Manage:

  1. Account table

  2. Budget table

  3. In Account Settings & Tools


1. Account table

In the account table, the budget adjustment appears under the Spend Limit column with a + sign.

Note: This amount is not added to the Total row at the bottom of the account table.


2. Budget table

In the budget table, the budget adjustment appears under the Budget column with a + sign.


3. Account Settings & Tools

The temporary budget adjustment appears in an Adjustment field next to the Spend Limit at the top.


Don't see the budget columns? Click the three dots icon on the top-right and select Edit Columns. Check the box next to Budgeting in the dropdown to show budget related columns.

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