Starting over
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Last updated
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Life doesn't always go according to plan, and sometimes your budget might need a reset. That’s where the Start Over feature shines. With a simple tap, you can refresh your financial slate while keeping all the hard work you’ve put into setting up your categories, groups, accounts, and more.
Here’s What Makes It Special:
Keeps Your Setup Intact: No need to start from scratch! When you hit "Start Over," your categories, accounts, payees, and tags stay exactly where they are. It's like a financial reset button without the hassle of setting everything up again.
Guilt-Free Restart: Whether unexpected expenses threw off your plan or you simply lost track, the "Start Over" feature helps you move forward without the weight of past mistakes. It’s all about progress, not perfection.
Quick and Easy: Just hit the button, and you're ready to go. In seconds, you have a fresh, clear space to realign your budget and refocus on your goals.
Before you hit that "Start Over" button, it's essential to know exactly what gets erased and what stays intact:
What’s Erased: All your previous transactions will be deleted. This means any spending, income, or transfers you’ve recorded will be wiped clean from your budget along side with reminders associated with them.
What Stays: Don’t worry—your categories, groups, payees, tags, and accounts will remain, but with a zero balance. This keeps the structure of your budget intact, so you can rebuild without having to set everything up again from scratch.
Feeling Overwhelmed? It’s perfectly normal! Remember, budgeting is an ongoing process. The "Start Over" feature is here to help you dust off and try again when things don’t go exactly as planned. The important thing is that you're taking control and staying proactive with your finances. Every fresh start is a step closer to mastering your budget.