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Change fiscal month start and end dates

Mar 12, 2017 10:13PM EDT

I get paid on the 15th and last day of the month (unless it's on a holiday or weekend) We take cash the same day for groceries etc. as such my pay on the last day of the month is really for the following month. This makes the spending charts essentially inaccurate until the moth has already ended. is there a way to customize which budgetary month a specific transaction applies too? or shift the start date of your fiscal month? if not this would be a welcome feature.

Best Answer

HelloWallet Support Answer

Mar 13, 2017 05:39PM EDT
Meaghan
HelloWallet Support

If you would like a transaction at the end of the month to appear on the following month’s budget, HelloWallet will allow you to edit the date of the transaction within a period of 10 days, five days before the date of the transaction or five days after. You can edit this date on the Accounts page by selecting the account where the transaction appears. Click on the transaction and you can change the date in the drop down box under “Date.” For your income, this means that you can change the date so that it is appearing for the following month.

We also have a flexible budget feature available in our mobile application. We are hoping to have this added to our web platform soon! If you have any further questions, please feel free to contact us at support@hellowallet.com.

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