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Planned Spending Not Updating Properly

debro22

I am trying to figure out the process for planning spending and how to reset for the New Year and adjust new budgets.

For example, we had a clothing budget that last year was $45 a month and rolled over and now we are resetting it to be $20 a month and role over.

We keep getting errors when we reset, release and try to have it set for the new year. the $45 amount keeps persisting.

How can we do this to update for our 2025 budget?? We want to zero it out after January to start fresh in February

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Coach Jon

Hello @debro22,

To better assist us with your situation, can you clarify what errors you are receiving when trying to edit the series? A screenshot would probably be helpful for this issue. You could also remove and re-add the Planned Spending series if you are looking to start over. Let us know!

-Coach Jon