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Help Center
Clear explanations of how Purpose Budget works — plus quick answers for the most common questions.
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📊
Budget Mechanics
Ready to Assign, Assigned/Activity/Available, and what changes month-to-month.
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Targets
How targets work, what the inspector labels mean, and how to fund them confidently.
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Credit Cards
Total Debt mode, payment categories, and what “Unfunded” means.
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Transactions
Transfers vs spending, splits, and rules that automate categorization.
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Accounts & Reconciliation
How to keep your accounts accurate and what to do when something doesn’t match.
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Reports
What each report shows and how to interpret the numbers.
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Glossary
Definitions for the most common Purpose Budget terms.
Popular articles
Assigned, Activity, Available (Explained)
Understand the three core numbers in your budget and how they’re calculated.
What Happens When the Month Rolls Over
What carries forward, what resets, and how to handle overspending and credit card debt.
How Targets Work in Purpose Budget
Target types, inspector labels, and the difference between saving and maintaining a balance.
How Credit Cards Work (Total Debt Mode)
Why payment categories exist, what gets “protected,” and how to pay your card confidently.
Unfunded Credit Card Spending (What It Means)
Why “Unfunded” happens, what it impacts, and the best way to fix it.
Transfers vs Spending (Common Pitfalls)
When money movement affects your budget and when it shouldn’t.
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Start with keywords like “targets”, “unfunded”, “activity”, or “rollover”.
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