How do I assign a specific expense to a particular budget only?

Modified on Wed, 7 May at 8:36 PM

By default, TimelyBills automatically includes all relevant expenses or incomes in applicable budgets based on category, date, and account. However, you can manually assign a transaction to one specific budget only giving you more control over how your spending is tracked.

How to assign an expense to a specific budget:

Open the Transaction
- Either Create a new expense or Edit an existing one from the transaction list.
Go to More Info
- Scroll down to the “More Info” section of the expense form.
Enable Budget Assignment
- Turn ON the toggle “Include in Budget”.
- Tap on “Select Budget” to choose the specific budget you want this expense to count toward.
Save the Changes
- Tap the ✓ icon on the top-right corner to Save the transaction.

Once a transaction is manually assigned to a specific budget, it will only be included in that budget’s tracking, even if it matches the criteria for other budgets.
This works for both Expense and Income transactions.