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Find answers to common questions about My Budget, or reach out directly.

💳 Wallets & Transfers

How do I transfer money between wallets? +

Tap the quick-add FAB on the Home screen and select Transfer as the transaction type. Choose the source wallet, destination wallet, and amount. Both wallet balances update instantly — the source decreases and the destination increases.

Can I use different currencies in different wallets? +

Yes. Each wallet has its own currency setting. When you create or edit a wallet, select the currency and it will be used for all balance displays and transaction amounts within that wallet.

What happens to my balance if I delete a transaction? +

The wallet balance is reversed automatically. If you delete an expense, the amount is added back to the wallet. If you delete an income, it is subtracted. For transfers, both wallets are corrected. This keeps your balances always accurate.

📊 Budgets

How does budget rollover work? +

When a recurring budget period ends, any unspent amount is carried forward and added to the next period's limit. For example, if your monthly food budget is 200,000 and you only spent 140,000, the next month's limit becomes 260,000.

By default the rollover is capped at the original limit to prevent the budget from snowballing over many periods. You can change this cap in the budget settings to any amount you prefer.

Budget cards that have a rollover amount show a ↩ carried from last period note so you always know why the limit changed.

What do the budget status labels mean? +
  • Active — spending is within the safe zone (below alert threshold)
  • Near Limit — you have crossed the alert threshold (default 80%)
  • Over Budget — spending has exceeded the budget limit
  • Underfunded — the wallet balance is too low to support this budget
  • Completed — the budget period has ended with no further transactions
Do recurring budgets advance automatically? +

Yes. Each time you open the app, My Budget checks all recurring budgets. If a period has ended, the budget automatically advances to the new period — applying rollover if enabled and archiving the old period in history. You never need to manually reset a budget.

What happens to my transactions if I delete a budget? +

Your transactions are kept. Deleting a budget only removes the budget itself and clears the budget link from any associated transactions. No transaction data or wallet balances are affected.

🔄 Recurring Transactions

What happens if I don't open the app for several days? +

No problem. When you next open the app, My Budget automatically creates all missed occurrences of recurring transactions, each with the correct historical date. For example, if you have a weekly subscription and you haven't opened the app in 3 weeks, 3 entries will be created with their correct dates — and your wallet balance will reflect all of them.

Can I delete just one occurrence of a recurring transaction? +

Yes. When you delete a recurring transaction you will be asked whether to delete just this occurrence or the entire series. Either way, the wallet balance is correctly reversed for whichever entries are removed.

📈 Analytics & Date Navigation

Why does the line chart show different data to the other charts? +

The line chart (income vs expenses over time) has its own independent timeline with a period toggle: Daily (last 14 days), Weekly (last 8 weeks), or Monthly (last 6 months). This is intentional — it gives you a rolling trend view that works independently from the date range picker you use for other sections.

How does the date navigation work? +

The date picker has four modes — Day, Week, Month and Custom. The chevron arrows shift by the correct calendar unit for each mode:

  • Month — snaps to exact calendar boundaries (e.g. Mar 1–31)
  • Week — shifts exactly 7 days
  • Day — shifts one calendar day, showing "Today" or "Yesterday" labels
  • Custom — shifts by the same duration as your custom range
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