Most questions about Budget Planner come down to one of three things: a number that looks wrong, an item that is missing, or a page that is hard to find. This article covers those cases, and lists where to go next.
Numbers and totals
A number on the dashboard does not match my bank.
Budget Planner counts what you have entered: scheduled payments in the month they are due, and transactions you have recorded. It does not read your bank balance. Check the entries for the month on Recurring and Transactions, and the opening balance on Accounts.
Actual Expenses or Spent is zero for the month.
No expenses are recorded for that month yet, or they are dated in another month. Check the dates of your entries.
My Financial Health score is lower than I expected.
Look at the six dimensions and the Key figures. A missing budget, no income recorded, or no expense data each lowers one dimension. Details are in Financial Health Score.
Payments
A payment is overdue but I already paid it.
Mark it as paid on the Payments page. Overdue means the due date has passed and the payment is still unpaid.
I changed a recurring item, but the payments did not change.
Select Regenerate Payments on the Recurring page to rebuild the future scheduled payments. See Recurring transactions and payments.
Missing items
I cannot find a page.
Every page is in the sidebar, grouped as Overview, Planning, Analysis, Goals & Growth and Intelligence. Start with Getting Started for the map.
A section is missing from the dashboard.
It may be hidden. Open Customise and turn it back on, or select Reset to default. See the dashboard guide.
A category is missing from the budget.
Check its group on the Categories page. Deleting a group also deletes the categories inside it.
Exports and printing
How do I get my data out?
Most list pages have Export CSV for a spreadsheet file, and Print / PDF opens the browser print dialog, where you can choose to save a PDF. The Debt Calculator has Export PDF.
Can I import data?
The Transactions page has Import CSV. Use a CSV file with the columns the import dialog asks for.
Receipts
Can I scan a receipt instead of typing it?
Yes. On the Transactions page, use Scan Receipt and choose a JPEG, PNG or WebP image up to 5MB. Always check the amount, date and merchant before you select Use Results.
Settings and sharing
Can I switch between Zero-Based and Carry Over?
Yes, in Budget Settings. Choose the option and select Save.
Do my dashboard choices sync to other devices?
No. Dashboard sections are saved in the browser you use, so set them again on another device.
Where to go next
- Start or finish the setup: Getting Started.
- Read the monthly plan: Plan Your Monthly Budget.
- Look at the year: Annual Totals.