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@DryHeat @DannyB slight twist here. I initially tried Savings goal for vacation since it was part of the spending plan. But that didn’t work out for me mostly from the lack of registers in savings. So I switched vacations to Planned spend and rollovers.

YES!!! Thank you so much :D

@donnajean, thank you for the reply!

I myself have some unresolved items, but I need to leave them that way so I can capture videos of the process to update our help article. When I do so next week, I will keep an eye out for this issue and get back to you and we can go from there.

It sounds like you resolved all outstanding items and then allotted the leftover funds elsewhere to get down to $0 Left This Month — did you do so by contributing to Savings Goals, or what's your process so I know how to test it from my end?

Enjoy the weekend!

Oh, just now noticed that the "left per day" is back.

@Max1223 You asked to hear how folks use the Per Day number, so here it goes…

On the first of the month the Per Day number told me I could afford a small latte at my local boutique coffee shop. By the sixth of the month I had enough per day to spend to buy medium latte (if I haven't been buying that daily small latte.) by the fifteenth of the month my per day spend was enough to by a large latte every day for the rest of the month or I could skip the latte and get a #3 at In-N-Out for the rest of the month ( again, if I haven't been buying the smalls or mediums already). Buy the 25th of the month I have enough per day available to really splurge and take mi espouse to the Vitage Press for an all-out 3 course dinner with wine unless of course I had already spent the Per Day on all that other stuff.

@DannyB thanks for the example. I can see how that works. I have dining out in Planned Spend. But I could use that daily amount to adjust budgets within planned spend for any category that needs a boost.

@DryHeat I use rollovers for things like Vacation and Education/Classes. Other things like Auto repair expenses are in Spend as rollovers.

I have an annual budget each, divide it by 12 then roll it over each month. so yes, month to month it varies, but shows where and when the money went. I try to manage to the total per year. This way, the year is planned and hopefully minimizes the Other category. When i start to see consistent "others" I think about how to incorporate into the Spend.

I think both ways, rollovers in Spend or seeing the expense in Others work…personal preferences!