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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.

Fill Buckets Panel

To fill buckets:

  1. Click Fill Buckets
  2. On the fill buckets panel, select the income bucket or "Combined Income Buckets" as the source for your allocation
  3. Click and drag the buckets up and down the list to change the priority each
  4. Change the Fill Date if you are filling the buckets for a past (or future) period
  5. Change the Timing of any bucket to affect how its filled
  6. Optionally, change any New Fill values for individual expense buckets
  7. Click Save Allocation to finish your allocation
  8. Repeat this process for each income bucket that has money left in it

Here's how the timing affects the filling of a bucket:

Amount column definitions are as follows:

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.

See also

money flow
spending plans