Budget Plan with existing envelope savings

[jpfieber]

Budget Plan isn’t where you need to make changes, since it isn’t really the budget that you want to alter. It’s where you see the status or results of your budget that needs to reflect the ‘carry over’ of money. Using my Budget Status template you could use the Category Transfer tool to ‘deposit’ funds into the category (just choose a “transfer to” category and not a “transfer from” category). The Savings Budget template (available in the Community Solutions extension) also offers a ‘Savings’ tool that would allow you to add money to a category. I think either of these would accomplish what you’re looking for.