How to Reallocate Budget Funds

Reallocation lets you move surplus budget from one group or account to another during the year -- without changing the amounts you originally entered. Your entered amounts stay the same; reallocation changes the effective (available) budget for each group or account.

You need Manage permission to reallocate. To read performance and variance instead, see How to read budget performance and variance.

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Move surplus to another group or account

1. In the left sidebar, go to Accounting, then Budgets.
2. On the active budget, click View full budget (top right of the Budget vs Actual tab).
3. The Full Budget drawer opens. Find the group or account you want to move surplus from -- it must have surplus remaining (actual spend below its budget).
4. Click the Reallocate button on that row.

5. The Reallocate drawer opens. The Source field is pre-filled with the row you clicked.
6. Choose the Destination -- the group or account that needs more budget.
7. Enter the Amount to move. You cannot enter more than the available surplus.
8. Optionally, add a Reason note for the record.
9. Review the Before / After preview showing the updated budget for both rows.
10. Click Confirm reallocation.

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Move surplus to Miscellaneous

If the spending doesn't fit any existing account, you can move funds into a Miscellaneous bucket instead of a named account. Follow the same steps above, and choose Miscellaneous as the destination.

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Reverse a reallocation

All reallocations are recorded in the Allocation history panel at the bottom of the Full Budget drawer.

1. Scroll down to the Allocation history panel.
2. Find the entry you want to undo.
3. Click the Reverse icon on that row.

The reversed entry is shown with a strikethrough. The original amounts are restored to both the source and destination.

Note: Reversing a reallocation does not delete the history -- both the original and the reversal remain visible for your records.