FAQ: How Can I Keep an Account Off My Budget?


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Q: I have a Checking and a Savings Account in EEBA, but I only want to spend from my Checking. How can I keep funds from my Savings Account off my budget?

Accounts with EEBA (Available on the Plus and Premium Plans) lets you base your budget off your actual bank account balances. As you create your Accounts, EEBA will add funds to your Unallocated Money to match. This lets you budget with all the funds you have available.

Keep an Account “off” your budget

Say you have a Checking Account with $1500, and a Savings Account with $800. You see $2300 in your Unallocated Money, but you only want to budget with the $1500 from your Checking.

To do this in EEBA:

  • Go to the Edit Budgets page and create an Annual / Irregular Envelope called “Savings” with a budget of “0.”
  • Then, go to the Distribute from Unallocated page to distribute $800 to the Envelope.

That’s it! Now you’ll have just $1500 left to work with in your Budget.

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