Budgeting 🆕

At Lunch Money, we don’t force you to use a specific budgeting method — instead, we provide all the different tools and flexibility you need to budget your way!

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Jump to:

• Step 1: Intro to Budgeting

• Step 2: Setting Up Your Budget

  • Before You Start

  • Setting Your Budgeting Period

    • How do I configure my custom budgeting period?

    • What does “Starting On” mean?

  • Managing Your Income Settings

  • Defining Rollover Options

    • What’s a Rollover?

    • Rollover Options for the General Pool (Income)

      • How to turn on General Pool Rollovers

    • Rollover Options for Expense Categories

      • How to turn on Category Rollovers

  • Category Group Budgeting

    • How to turn on Category Group Budgeting

• Step 3: Navigating the Budget page

  • Current Period Indicator

  • Navigation buttons

  • Inflow & Outflow Tables

    • What each column means

    • Rollover breakdowns

  • Sidebar: Budget Status Card

  • Sidebar: Action Buttons

  • Sidebar: Budget Overview

    • Understanding Net Total Available

• Step 4: Budgeting

  • Manual budgeting

  • Quick Budget Actions

    • Budgeting suggestions

    • Budget Presets

    • Copy Budget

    • Moving money between categories

  • Available Balance Adjustments

• Step 5: Miscellaneous Features

  • Historical Spend

  • Settings View

  • Hide categories with no activity and no budget

  • Budget Notes

  • Budget Breakdown (Overview page)

  • Monthly Summary (Transactions Page)

• FAQ

• Reference/Glossary