Budgets & Rollover¶

Bamboo Money uses zero-based budgeting — every dollar of income gets assigned to a category.

Creating Budgets¶

Each budget has:

• Category — e.g., Groceries, Rent, Entertainment
• Monthly Amount — The planned spending limit
• Month/Year — Which month this budget applies to

Automatic Rollover¶

When a month ends, any unspent budget automatically rolls forward:

March Groceries: $500 budgeted - $420 spent = $80 remaining
April Groceries: $500 budgeted + $80 rollover = $580 available

This means you don't lose money you didn't spend — it accumulates until you use it. Overspending in a category creates negative rollover that reduces next month's available amount.

Budget vs. Actual View¶

The budget page shows a table with:

CRUD Operations¶

• Create, edit, and delete budgets for any month
• Copy last month's budget structure to the current month
• Bulk category management