The Budget Rollover and Adjustments tool helps you efficiently manage a budget by carrying forward unspent funds from the previous month or adding extra funds to a group of accounts.
Configuring budget rollovers and adjustments
Go to Insights in the top menu.
Select Budget Rollover & Adjustments from the dropdown.
Select a Budget Allocation Strategy, and we will automatically distribute your account-level adjustment to each budget based on your preference.
Check the box(es) next to the account(s) you want to adjust.
For those accounts, enter an account in the Adjustment field, or leave the field blank to accept the proposed adjustment (typically equivalent to Last Month's Underspend).
Optionally, expand an account row to visualize how the adjustment amount will be distributed across budgets. You can also adjust individual budget distribution if needed.
Click Save. Note: When you save, Fluency will not alter your budget amounts. Instead, it adds a temporary adjustment to each budget, which will be removed at the end of the month. Adjustments are saved only for the selected accounts.
Keyboard shortcuts
Adjustment Column Navigation: While in the adjustment column, use ENTER to navigate down and SHIFT + ENTER to navigate up.
Undo and Redo: Use ⌘ + z for undo and ⌘ + SHIFT + z for redo.
Toggle Selected State: Use ⌘ + SHIFT + s to toggle the selected state of the account your cursor is on.
Note to Windows Users: Use Ctrl in place of ⌘.