I have a joint account and an individual checking account connected. I set a budget for my joint account which is great but I’d also like to be able to set a separate budget, specifically with different categories, for my personal checking. I see I can turn the accounts on and off in reporting in the plus version but is it possible to set different budgets? Thanks!!
Hi @tonk816 - our balance feature works across all accounts connected.
So I’m sorry we don’t allow you to separate out for different accounts.
In the Plus version you can toggle on/off specific accounts from being included in analysis, but that doesn’t mean having different budget settings per account.
Paul