This article will detail: 1) how to reset an individual budget month, and 2) how to reset all of your budget history (aka start from scratch). Read on!
To reset an individual budget month:
- Navigate to the month you want to reset and scroll to the bottom of the page. You will see a button that says "Reset Budget".
- Click "Reset Budget" and a confirmation box will pop up.
- Once you click to confirm that you want to reset the budget, it will reset to look like the previous month. If you don't have a previous month's budget already created, EveryDollar will reset to a default budget.
When you reset the budget, EveryDollar will erase that month's budget and recreate it by making a copy of the current state of the previous month's budget. All of the budget line items, all of your Planned amounts, and all of your ending Fund balances and debt balances will carry forward from the previous month to the new month. EveryDollar will also take any tracked transactions and move them into the New Transactions list (so you'll need to track them again).
Resetting your budget doesn't eliminate your debts and make up for overspending in a category, but if you made some mistakes or dropped too many transactions in the wrong place, you can start the month over.
To reset all of your budget history (start from scratch):
- Navigate to the very first month you ever created a budget in EveryDollar. You'll be able to tell which month this is because the outline of the month selector is the first one with a solid line instead of a dotted line.
- Follow the instructions above to reset the very first budget.
- Proceed to the next month in chronological order and then reset the budget for that month as well. Do this for every subsequent month until you get to the current month. Then you'll be back to the default template.