Move money between categories

  • Improved
  • T
    Taylor
  • on 2021-11-15

There are now two new ways to move money between expense categories. 

If a category has excess remaining funds, click on the fund amount to move money to another category. 

You can cover overspending in a category by clicking on the remaining amount and select which category you would like to use to cover the spending.

Add notes to category

  • Improved
  • T
    Taylor
  • on 2021-11-05

Saving up for something special? Or maybe you want to jot down how much you're spending per person for a Christmas category. Now, you can add these details in the notes section.

Start Fresh

  • New
  • T
    Taylor
  • on 2021-11-05

Now there are two ways to reset your budget. 

Clean Up

This method allows you to keep all of your current categories and category groups. However, all budgets for each month will reset to 0. 

Start Fresh

This method will remove all categories and category groups so that you can start from scratch. As a warning, all transactions  and scheduled transactions will be marked as uncategorized. 

Prompt to delete sub-categories when deleting Category Group

  • Improved
  • T
    Taylor
  • on 2021-11-04

When deleting a category group, you now have the option to also delete all associated categories. 

Note: If toggled on, any transactions connected to these categories will be marked as uncategorized.

Rollover Budgeting

  • Improved
  • T
    Taylor
  • on 2021-10-24

With Rollover Budgeting, you can let unspent or overspent funds from a category rollover to the next month. This feature is particularly helpful for discretionary spending like groceries, shopping, eating out, etc. that have a fluctuating budget. 

Set a default color mode

  • New
  • T
    Taylor
  • on 2021-10-19

You can now select which color mode OmniMoney should load in by default. 

View chart of spending over time

  • New Improved
  • T
    Taylor
  • on 2021-10-16

You can now view a chart of your spending over time broken out by category group. Similar to the Net Worth chart, you can filter out irrelevant accounts and categories. Also, for both charts, you can now pick which date range you want to see.

Filter charts on the Trends page by accounts

  • Improved
  • T
    Taylor
  • on 2021-10-15

Do you have some accounts that just aren't that relevant to your overall net worth? Now, you can filter out these accounts on the net worth chart on the Trends page.