- How Do I Copy My Budget to the Next Month?




upgrade to EveryDollar Plus

You can upgrade to EveryDollar Plus on mobile by opening the EveryDollar iPhone or Android app and navigating to the menu.

Congratulations! You've made a budget, given every dollar a name, and kept up with your expenses all month. Now, as next month approaches, you're ready to create a new budget.

Creating a new budget is very simple. From the main budget view, scroll to the top of the page where you see the name of the month, a calendar icon, and an arrow inside a circle. Click on the arrow to open up the month navigator. You can go back to view last month's budget or forward to next month's budget. If you don't yet have a budget for next month, EveryDollar will automatically create it for you by copying this month's budget.

If you are creating a budget for July, EveryDollar uses your June budget as a template. If you are creating a budget for February, EveryDollar will copy your budget from January. And so on.

The good thing is that all the hard work you've done on this month's budget will be carried forward to next month. All of your Budget Groups, all of your Budget Items, and all of your Planned amounts carry forward. Did you spend a lot of time this month entering your debts and setting up your savings funds? Those balances all carry forward as well.

If you've already created next month's budget but wish to delete it and reset it to a copy of this month's, no problem! We have instructions for that right here under How Do I Reset My Budget?