
Adjusting Individual Bucket Spending Plans
You don't have to pull up the full spending plan panel just to adjust a bucket's spending plan amount. The bucket detail has a Spending Plan box that contains all the settings for that bucket.
To adjust a bucket's spending plan:
- Select any bucket from the Buckets list
- On the bucket detail, change the Frequency and Amount
- Optionally, change the Timing to affect when income will be allocated to an expense bucket
- You can change the priority of a bucket on the Fill Buckets panel
The spending graph will immediately reflect any changes you make. After you have changed individual buckets, you should review your overall spending plan to make sure you have a balance for your incoming and outgoing money flow. Use the Timing to adjust your money flow so the first and second half of the months are more balanced.