What are Rolling Budgets?

Rolling Budgets carry over any leftover or overspent amounts into your next budget period.

For example:

• If your monthly grocery budget is £200 and you spend £160, the remaining £40 will be added to next month’s budget.

• If your monthly grocery budget is £200 and you spend £250, the extra £50 will be deducted from next month’s budget.

The rollover amount is calculated at the start of each new budget period, based on how your transactions are categorised at that time.

Setting up a Rolling Budget

To activate Rolling Budgets, follow these steps:

1. Go to the Feed tab
2. Scroll down to the Analytics section
3. Tap on Budgeting (circle chart)
4. Tap the pencil icon in the top right corner of the screen
5. Tap Edit budget
6. Turn on the Rolling Budgets toggle
7. Tap Save

If you have any questions about Rolling Budgets, reach out to us via chat!

Updated on: 26/02/2026