Assign and move money
How to split what's in Ready to assign, move money between categories and organize groups and categories.
On this page
Assigning is telling a peso what job it has. You do it on the Budget screen, month by month.
Split what's in Ready to assign
- Open Budget on the month you want to plan (the current one by default).
- Look at Ready to assign, at the top: it's the money that doesn't have a job yet.
- Tap a category's Assigned figure and type how much you want to set aside for it this month.
- Repeat until Ready to assign is at $ 0.
An order that works: first what can't fail (housing, utilities, groceries, transportation), then debts, then goals and finally treats.
Assign by goals. If your categories have goals, you can ask Presupeso to assign what each goal needs in one go, in your budget's order and as far as Ready to assign allows. It tells you which categories fell short.
If Ready to assign goes red
It means you assigned more money than you have. It's not a system error: it's a warning. Lower what's assigned in some category until it's back at $ 0.
Move money between categories
If a category runs short (or goes red), move money from another one that has some to spare:
- Tap the Available amount of the category the money comes from (or the one that needs it).
- Choose Move, type the amount and the other category.
- Confirm.
You can also return money from a category to Ready to assign, or take from Ready to assign into a category. Presupeso won't let you take more out of a category than it has available.
With your AI it's one sentence: «I overspent on groceries, cover it with what's left in Fun».
Plan next month
You can assign in next month before it starts, using the money already in Ready to assign. It's what the method calls «aging your money»: living this month on what you earned last month. When you get there, a late paycheck stops being a problem.
Groups and categories
Categories are organized into groups. You can:
- Create groups and categories, with an icon and a note.
- Rename and reorder them.
- Hide a category you no longer use: it doesn't show day to day, but its history stays in the reports.
- Delete a category: what it had (transactions and assignments) moves to the category you choose, or to the backup category. Nothing is lost.
- Delete a group: its categories move to the backup group.
The backup group and category receive whatever is left orphaned and can't be deleted.