The ability to schedule future budget amounts has finally arrived.
No more calendar alerts and notes. Our new scheduler lets you set changes today.
How to Find the New Budget Scheduler
From any budget page, navigate to the budget settings form:
In Budget settings, you'll find a new option underneath the Budget amount field, Schedule a Future Amount. (Note: one time budgets will not have this option available.)
How to use Budget Scheduler
Selecting Schedule a Future Amount will open up a form detailing the scheduled Budget amounts for the next 12 cycles.
The form will show the next 12 cycle start dates and the set Budget amount going into that cycle. If you need to make a scheduled budget change, simply find the date and adjust the value in the text field to the right of it.
As you adjust an amount, please note that the dates that follow the adjustment will show an updated forecasted amount.
Once the next 12 cycles are set, simply click the submit button and then leave the rest to us!
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