Payments vs Budget
Payments Workflow
1) Log outgoing/incoming transactions. 2) Check cycle variance by category. 3) Open Funding Planner to rebalance accounts.
Log Payment
Log Incoming Money
4-Week Pay Cycle Cross-Check
2026-02-25 to 2026-03-24
Using current dashboard budget values (live sync).
Budget (4 weeks)
$0.00
Outgoing Logged
$0.00
Incoming Logged
$0.00
Net Actual
$0.00
Surplus for Savings
$0.00
Unplanned outgoing: $0.00 | Unplanned incoming: $0.00
How this links to Funding
Every payment/incoming log here updates Funding Planner immediately. Keep categories accurate so account move instructions and "Needed now" stay correct.
Cycle result: Surplus available for savings allocation. Open Funding tab after logging to apply balance moves.
No monthly expenses found. Add budget expenses on the dashboard first.
Auto-Reconcile
No unplanned entries to reconcile in this cycle.
Pay Cycle Payment Log
No payments logged for this 4-week cycle yet.
Pay Cycle Incoming Log
No incoming money logged for this 4-week cycle yet.
Past Pay Cycles
Budget basis: current budget rules