How to create a one off budget

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Have an expense that's outside your regular spending, like a holiday? A one-off budget lets you track that spend without affecting your regular leftover.

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1. A quick summary

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One-off budgets sit separately from your weekly, fortnightly, monthly, or custom list. They are not tied to a regular category, and leftover on them does not roll over.

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Categorise those transactions to the one-off so they stay out of your regular income and expense budgets.

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2. Add a one-off budget

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On the Budget screen, under one-off budgets, tap Add new or the +.

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Then enter:

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• 1. Name
• 2. Amount
• 3. Colour and emoji, if you want

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Tap Add one off budget. The new one-off appears at the bottom of the Budget screen.

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3. Categorise your transactions

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Creating a one-off also creates a category you can pick when you categorise transactions. Tap the transaction category, then select your one-off. The spend value updates, and you can see those transactions in the one-off details.

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4. Archive or delete

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• Archive - on mobile, open the one-off and tap archive. It moves to archived one-off budgets. Use the archive icon on Budget to show them again
• Delete - open the one-off, tap the bin icon, then confirm. On web, delete is the way to remove a one-off you no longer need

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For regular spending, use an expense budget instead. Read Budget feature overview.

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You're all ready to go 🎉

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Woohoo! You've just set up a one-off budget. If you run into any issues while setting everything up, feel free to get in touch with us at hello@budgetbuddie.co.nz

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