Best way to carry over last months extra income?

gator17

Last month was a 3 paycheck month for me, so at the end of the month I had a large chunk of $ available in the spending plan.

What methods are you all using to carry over that balance? My august spending plan says I have no $ available for the rest of month and I'd like to correct. Do I add a +$$ transaction or add last months extra to this months income? (Whatever option will affect reports/other stuff less)

Thanks!

Coach Natalie

Hello @gator17,

Thank you for taking the time to visit the Community and post your inquiry!

Hopefully other Users come along with some great feedback on how they've personally handled this type of situation in the past, however, I did want to share a couple of existing Idea posts with you. One is requesting the ability to roll over unused Spending Plan money, and the other is requesting that your checking account balance be rolled over to the Spending Plan each month -- I would definitely suggest taking a look at these and adding your vote and feedback accordingly! 

https://community.simplifimoney.com/discussion/114/add-budget-spending-plan-start-each-new-month-with-the-previous-months-leftover-amount-option

https://community.simplifimoney.com/discussion/1114/rollover-checking-account-balance-to-spending-plan

In the meantime, you may consider creating a custom income amount for your current month's Spending Plan so that the extra money that you have is reflected accordingly. You can do so by selecting the three dots at the end of the Income line, and then selecting "Set custom income": 


I hope this helps, but please let me know if you have any questions!

-Coach Natalie