The term budget

The budget is a plan for the term, expressed as percentages of the pool rather than amounts — so it survives a dues collection that comes in above or below what you hoped.

  • Allocations are a percentage per category. They have to add up to 100 — the app won't save a plan that doesn't.
  • Carryover is what last term left you.
  • Reserve is what you're deliberately not spending.

Once it's set, every expense that names a category counts against that line, and you can see how fast each bucket is going.

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