Getting Set Up for a New Year

As the calendar year comes to a close, it's time to think about planning your budget for the new year. For your monthly categories, this simply involves clicking in to the "Plan" page for January and making any changes to your usual budgeted amounts. For your irregular categories, we have a set-up page available at pearbudget.com/set_up/2021. It’ll allow you to plan for the amounts you’d like to set aside and spend for your irregular categories over the course of the coming year.

If you’d like to start the new year from scratch and not carry any balance from last year to the new year for your irregular categories, just make sure the checkbox in the “Apply last year’s balance to the new year Goal?” column is unchecked. (Of course, if you want to carry last year’s balance over, make sure the box is checked.)