Migrating to Budgeting v2 🆕

After months of feedback, testing, and refinement, we’re excited to share that the new Lunch Money budgeting feature is officially here! 🎉

Automatic Migration: Your existing budgets and settings will automatically transfer from v1 to v2. However, if you were a beta tester and previously tried Budgeting v2, please review the following to ensure a smooth transition:

1️⃣ Category Group Budgeting

If you had category-group level budgets in v1 that weren't carried over to v2, you'll need to manually enable category group budgeting for those category groups.

How to Enable Category Group Budgeting

  1. Navigate to the Budget page

  2. Click the > arrow on the far-right of the category group row

  3. In the right-side panel, toggle on "Enable Category Group Budgeting"

When category group budgeting is disabled:

  • Budgets and rollover options can only be set at the subcategory level

When category group budgeting is enabled:

  • You can set budgets at both the category group level AND the subcategory level

  • Rollover options are only available at the category group level

2️⃣ Income Rollover Options

In Budgeting v2, all income flows towards the general pool by default. If you previously had individual rollover options configured for individual income categories, you'll need to enable general pool rollover settings to maintain similar functionality.

How to Enable Income Rollover

  1. Navigate to the Budget page and click on Budget Settings

  2. Under General Pool Rollover Setting, toggle on "Roll over 'Left to Budget' and 'Overbudgeted' amounts"

After enabling the rollover options, you'll need to configure:

  1. Reset Balance To: Set your desired starting balance (e.g., 0)

  2. Starting On: Choose your rollover start date (e.g., 2025-7-1)

Once configured, click "Start rolling over" to activate the feature.

Understanding the Change

  • Before (v1): Individual rollover options for each income category

  • Now (v2): A single rollover setting for the general pool, which includes all income

Have any questions?

If you run into any questions, feel free to send us an email at [email protected] or click 'Help' at the top of the page next to the logout button, and send an in-app ticket with the "Submit a bug or feedback" option.

Last updated

Was this helpful?