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December 13, 2023
Question

The amount of my yearly budget is not being divided into monthly increments correctly. How do I fix it.?

  • December 13, 2023
  • 1 reply
  • 0 views
the yearly budget is not dividing correctly.

1 reply

December 13, 2023

Thanks for getting in touch with the Community, dcn970.

 

If your annual budget isn't displaying correctly for how you set it up, I'd recommend checking its setup to confirm it's put together properly to display the way you're wanting it to. You can do so while editing it.

 

Here's how:
 

  1. Use the Gear icon and go to Budgeting.
  2. Find your budget.
  3. In the Options column, click View/Edit.
  4. Edit each account one month at a time.
  5. To change your time period from monthly to quarterly or yearly, switch between Yearly/Quarterly/Monthly views.
  6. Select Save and close.

 

I've also included a detailed resource about working with budgets which may come in handy moving forward: Create & manage budgets

 

If there's any additional questions, I'm just a post away. Have a wonderful Wednesday!