Timed Budget Redirects

A Timed Budget Redirect is not a budget with its own amount. It is a rule that says: for a specific date range, send my spending to one of my annual budgets instead of its usual monthly budget. It is built for temporary changes in spending like a vacation, a business trip, or a special event.

Because it points at an existing annual budget, you need at least one annual budget before you can create a redirect. During the period, qualifying spending counts toward that annual budget instead of the budgets it would normally land in, so nothing is counted twice.

Timed Budget Redirects are created from the global add menu, not from the Budget page:

1. Tap the + button and choose Timed Budget Redirect.
2. Optionally give it a name (e.g., “Mexico Vacation”).
3. Choose a start date and an end date.
4. Pick which annual budget the spending should redirect into.
5. Review the confirmation screen, which tells you how many existing transactions in that date range will be reassociated, then confirm.

Date ranges cannot overlap an existing redirect period. Once created, your active and upcoming redirects are listed on the Budget overview, with finished ones tucked under a Past section.

Spending is matched by date, not by category — you never pick categories when setting one up. Every qualifying transaction inside the date range is redirected, including new ones that arrive during the period through bank sync, manual entry, or import.

Transfers, income, and bills are never affected by a redirect. They always stay where they belong.

Nothing is deleted or rolled over when a redirect ends. It simply becomes a Past record, and the transactions it captured stay associated with the annual budget. There is no automatic new period — create a fresh redirect if you need one.

Open a redirect to see its details and manage it:

• Edit— Change the name, the annual budget it targets, or the start and end dates.
• End Early— Available while a redirect is active. It ends the period today and restores any transactions dated after today to their original budgets; earlier ones stay redirected.
• Undo— Reverts every affected transaction to its original budget and archives the redirect.

The detail view shows the target annual budget, the dates, and the status (Upcoming, Active, or Past). A redirect has no amount of its own, so there is no progress bar here — the spending it captures shows up inside the annual budget it points at.