Timed Budget Redirects

A holiday, a business trip, a wedding. Spending that would normally land across five budgets, but that you would rather see as one line against the trip fund you have been filling all year.

Because a redirect points at an existing budget rather than holding money itself, nothing is counted twice.

1. Tap the + button and choose Timed Budget Redirect. It is the same + button you use to add anything else, so any screen will do.
2. Optionally give it a name, such as “Mexico Vacation”.
3. Choose a start date and an end date.
4. Pick which budget the spending should redirect into. Annual budgets and Out of Pocket budgets are both eligible, listed together by name.
5. Read the confirmation screen. It tells you how many existing transactions in that range will be reassociated. Then confirm.

There is a second route in. When you create an Out of Pocket budget, tick Associate transactions now and the same name and date fields appear, so the budget and the redirect that points at it are created together.

Date ranges cannot overlap an existing redirect - overlapping days are greyed out in the calendar. Your active and upcoming redirects are listed on the Budgets tab, with finished ones under a Past section.

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

Money coming in is never redirected, and neither are transfers, investments, dividends and interest, nor anything already linked to a bill or an income source. They stay where they belong.

One transaction can opt itself out. Assign it to a budget yourself - on its own or in a bulk edit - and it leaves the redirect for good and keeps what you set, even while the period is still running. Changing the category on a single transaction does the same, because that re-resolves which budget the transaction belongs to.

Nothing is deleted and nothing rolls over. The redirect becomes a Past record and the transactions it captured stay associated with the target budget. There is no automatic new period, so create a fresh redirect if you need one.

Open a redirect to see its details and manage it:

• Edit - change the name, the budget it targets, or the 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 budget, the dates and the status: Upcoming, Active or Past. A redirect has no amount of its own, so there is no progress bar - the spending it captures shows up inside the budget it points at.