
Fill Buckets
The fill buckets panel makes quick work of filling your expense buckets. You should do this each time you add deposit transactions to your income bucket(s). It also works best if you have already set up a spending plan. The buckets get filled starting at the top based on the bucket timing setting.
To fill buckets:
- Click Fill Buckets
- On the fill buckets panel, select the income bucket or "Combined Income Buckets" as the source for your allocation
- Click and drag the buckets up and down the list to change the priority each
- Change the Fill Date if you are filling the buckets for a past (or future) period
- Change the Timing of any bucket to affect how its filled
- Optionally, change any New Fill values for individual expense buckets
- Click Save Allocation to finish your allocation
- Repeat this process for each income bucket that has money left in it
Here's how the timing affects the filling of a bucket:
- All Month: Half the planned amount is filled each half of the month
- First Half: The whole planned amount is filled in the first half
- Second Half: The whole planned amount is filled in the second half
Amount column definitions are as follows:
- Planned: Your spending plan monthly amount
- Balance: The current balance based on this months Fill Buckets operations
- Needed: The amount needed to fully fill the bucket
- New Fill: The amount that is going to be added when you save this panel
If you just want to move money from one income bucket to an expense bucket, you can do that without using Fill Buckets. See Flowing Money Between Buckets.