Close the month
Once a month, in about 15 minutes: you check the plan against actuals, move the surplus to a goal and record your account balances. This keeps your budget always up to date.
Step by step
- On the last day of the month and for 14 days of the next one, the Home Finance Overview shows a Close October bar. Click Start the review (the link is also in the e-mail on the 1st of the month).
- Summary: income, expenses and goal contributions against the plan, the surplus and categories above plan. If recurring payments are waiting — confirm them first.
- Surplus to a goal: the amount (by default the whole surplus), the From account and the To goal. You can skip it: Don't move now.
- Net worth: enter the values of your accounts and loans at the end of the month. Empty fields stay unchanged.
- Click Close the month — everything is saved at once. At the end you can copy the plan to the following months.
The monthly review in 4 steps
Animation with sample data: the bar on the dashboard, summary, surplus to a goal, net worth, closing the month
- On the Home Finance dashboard, click Start the review in the Close October.
- Summary: plan and actuals, the surplus and categories above plan.
- Surplus to a goal: the amount (by default the whole surplus) and the goal.
- Net worth: enter the new values (empty fields stay unchanged) and click Close the month.
- Done: copy the plan to the following months.
FAQ
Can I stop halfway?
Yes. Nothing is saved until you click Close the month.
I closed the month too early. What now?
Click Reopen on the review screen. The saved goal contribution and values stay — correct them in Transactions and Net worth.
How does this work in a shared account?
One person closes the month in the “Shared” space; the others see it as closed.
My subscription has expired — can I do the review?
You can view it, but you can close the month after renewing the subscription.