
Allocate Income
The allocate income panel makes quick work of flowing your income to your expense buckets. You should do this each time you add transactions to your income bucket(s). It also works best if you have already set up a spending plan. The bucket priority is the primary factor for allocating income. Higher priority buckets get filled first and money is allocated based on the bucket timing setting.
To allocate income:
- Click Allocate Income
- On the allocate income panel, select the income bucket or "Combined Income Buckets" as the source for your allocation
- Optionally, change any New Flow values for individual expense buckets
- Additionally, you can change the Priority or Timing setting of any bucket to affect how income is allocated and click Reset New Flows
- Click Save Allocation to finish your allocation
- Repeat this process for each income bucket that has money left in it.
The Planned and Old Flows columns are there to show you what you plan to allocate and do have allocated, respectively, in each bucket. No rollover amounts are included in the old flows amount because you should be consistently allocating money without considering what was left over from a previous month. If you have selected a specific monthly column in the graph prior to viewing this panel, you'll be able to allocate income for that selected month.
If you just want to move money from one income bucket to an expense bucket, you can do that without this panel. See Flowing Money Between Buckets.