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Budget Reviews

You'll be prompted with a budget review screen at the end of each budget period (month/year). Skwad will summarize details like your unplanned spending and overspending.

This view allows you to update your budget for the next period. You could:

  • Rollover under & overspent categories into the next period
  • Use your actual spending as your new budget
  • or use the previous values.

You can also remove unplanned or unspent categories in a single click, and add memos for the period!

Quick options​

  • Remove unplanned: This option removes all spending you didn't budget for originally. This only applies to budgets that don't exclude categories with $0 projected spending.
  • Remove unspent: Frees up income from categories with no actual spending.
  • Rollover: Carries over your excess spending or savings. If your budget is $500 and spending is $300, your new budget would be $700. ($500 budget refresh + $200 excess). This can result in negative budgets if you overspend.
  • Use actuals: Resets your budget to your actual spending.
  • Reset: Resets your budget to your original starting values.

Budget History​

After your first budget period, Skwad allows you to review and compare previous budgets vs actuals.