How to switch from classic to zero based budgeting or vice and versa?
A budget's type (Zero-Based Budgeting, Classic Budgeting or Simple tracker) is chosen when the budget is created and can't be changed afterwards. The methods store your money in different ways (zero-based works from your account balances, classic from your expected income), so there's no direct conversion.
Instead, create a new budget of the type you want and bring your categories with you:
- Go to More › Budgets.
- Tap the New budget button.
- Enter a Name, set Type to the budgeting method you want, and under Copy categories from pick your current budget.
- Confirm. When the app asks Switch to the new budget?, tap Switch.
Your old budget stays in More › Budgets, so you can switch back to look at its history at any time. Accounts, payees, tags and transactions are not copied.
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The free plan includes 2 budgets. Creating more needs Pro. See Multiple budgets.