Plan
Envelope budgeting view. Assign income to categories (envelopes) to control spending.
Ready to Assign
Displayed at the top. Shows unbudgeted income, i.e. money received but not yet allocated to any category. Goal: bring this to zero each month.
Category groups
Collapsible sections that organize categories. Examples: Fixed Expenses, Variable Expenses, Savings Goals. Each group row shows totals for Assigned, Activity, and Available across its categories.
- Add group: Click + Add Group in the header.
- Rename: Click the pencil icon next to the group name.
- Collapse/expand: Click the group row to toggle visibility of its categories.
- Delete: Click the trash icon on the group row. Click again to confirm (two-stage delete). Click the X to cancel.
Categories (envelopes)
Each category represents a spending envelope.
| Column | Description |
|---|---|
| Category | Name of the envelope. Click the pencil icon to rename. |
| Assigned | Amount budgeted this month (editable). |
| Activity | Amount spent this month. Click to view matching records. |
| Available | Cumulative balance: prior months’ carry-forward + Assigned - Activity. Shown as a colored pill: green (positive), red (overspent), grey (zero). |
- Add category: Click + Add within a group.
- Rename: Click the pencil icon next to the category name.
- Delete: Click the trash icon on the category row. Click again to confirm. Click the X to cancel.
Uncategorized Records
When records exist without a budget category, an Uncategorized Records row appears at the top of the plan. Its Activity column shows the total uncategorized spending. Click it to jump to those records in the Records tab.
Move Money
Click a category’s Available pill to open the Move Money popup. Enter an amount and select a target category. The budgeted amounts for both categories are adjusted so Available balances shift accordingly.
Month navigation
Use the left/right arrows or month/year picker to navigate between months. Each month has independent assigned amounts.
Responsive layout
On narrow screens (under 600px), the Plan switches from a columnar table layout to a card-based layout with each category shown as a stacked card.
Overspending
When a category’s Available goes negative (red pill), you’ve overspent that envelope. Move money from another category or add more to Assigned.