Guide · Buckets · 3 min

Carrying forward what’s left in a bucket

You ended the week with $14 still in the grocery bucket. Small question, real consequences: where does that money go?

1

The period ends with money left

Buckets refill on a rhythm — weekly, monthly. Whatever’s unspent when the period rolls over needs a home.

2

Choose carry forward…

Roll the $14 into next week’s bucket: $120 becomes $134. Good for lumpy spending — a light week before a big shop.

3

…or let it release

Or the $14 flows back into Safe to Spend, free for anything. Good when the bucket was just generous this week.

4

Decide during the period — or just after

Carrying forward is a choice you make each time — there’s no default to set. Make it from the bucket’s menu while the period is running, or from the Last period card at the bottom of Buckets once it has ended. That reach goes back one period; further back, you’d adjust the current period’s amount by hand.

5

The same move works when you went over

Say the week ran $18 past the $120. Carry forward on an overspent bucket moves the overspend instead of a leftover: this week is topped up by the $18, and next week starts with $18 less to spend. Choose it when you’d rather absorb the week than let it sit against Safe to Spend.

Plain words:

Some apps call this “rollover.” It’s the same idea as leaving cash in the envelope for next week.

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