| Budget page | Where you budget within the Lunch Money app, accessible via the navigation bar under “Finances”. | |
| Budget Settings | The configuration pop-up where you set up core budgeting options like your budget period, income settings, general pool rollovers, and other preferences. Access it from the top right of the Budget page. | |
| General Pool | Your total money available to budget. Includes current period's income, and rollovers from previous periods (if you have rollovers enabled). | |
| Budgeting period | The time frame for your budget (usually monthly). All income and expenses reset at the end of each period. | |
| Income Settings | Options that control how your budgetable income is calculated: using budgeted amounts (Expected), actual income received, or the larger of the two. | |
| Income category | Categories for money coming in (salary, freelance income, etc.). All income flows into your general pool. | |
| Expense category | Categories for spending (Rent, Groceries, etc.). You assign budgeted amounts to these each period. | |
| Budgeted (amount) | The amount you plan to spend in a category this period. | |
| Activity | What you actually spent (or received) so far this period. | |
| Available | The balance in a category showing how much you can still spend. Includes your budgeted amount, minus what you've spent (activity), plus any rollovers. | |
| Expected | Income you anticipate receiving this period (shown in income categories). | |
| Available to Budget | The total money in your general pool ready to be assigned to categories. Includes income, rollovers, and adjustments minus what you've already budgeted. | |
| Left to Budget | The amount in your general pool that hasn't been assigned to categories yet. Shows as positive (green) when you have money to assign. | |
| Overbudgeted | When you've assigned more money to categories than you have available. Shows as negative (red) in your Left to Budget amount. | |
| Net Total Available | The sum of all Available amounts across your categories plus any unbudgeted money. Represents the minimum liquid cash you need to cover your entire budget. For zero-based budgeters, this should match your actual bank balances. | |
| Rollover | A feature that carries Available balances between periods - whether positive (savings) or negative (overspending). | |
| Rollover option | The setting for each category that controls how Available balances are handled at period end: do nothing, rollover to same category, or rollover to general pool. | |
| Balance adjustment | A way to manually set new Available balances for categories or your general pool, starting from a specific date. Useful for corrections or fresh starts. | |
| Budget presets | Settings that automatically fill in budget amounts each period based on your chosen method (fixed amount, previous spending, etc.). | |