Building Your Month

Workflow strategies for recurring financial frameworks.

The "Clone" Strategy

Most months are 95% identical to the last. When you enter a new month, the system offers to Copy Last Month's Headers.

Maintains Sort Order
Preserves Usage Types

Manual Building

Sometimes you want a fresh start. Using the Category Manager, you can selectively apply categories from your "Available" list.

  • Prevents clutter by only showing what you need.
  • Ideal for months with unique financial events (Tax season, Weddings).

Dynamic Reordering

Every month is an independent "View." Drag-and-drop sorting in January does not break the layout of December.

"Prioritize what matters this month without rewriting your history."