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 annual budget rather than holding money itself, nothing is counted twice.

1. Tap the + button and choose Timed Budget Redirect. It is not on the Budget page.
2. Optionally give it a name, such as “Mexico Vacation”.
3. Choose a start date and an end date.
4. Pick which annual budget the spending should redirect into.
5. Read the confirmation screen. It tells you how many existing transactions in that range will be reassociated. Then confirm.

Date ranges cannot overlap an existing redirect. 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.

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

One transaction can opt itself out. Change a redirected transaction’s budget or category - 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.

Nothing is deleted and nothing rolls over. The redirect becomes a Past record and the transactions it captured stay associated with the annual 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 annual 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 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 - the spending it captures shows up inside the annual budget it points at.