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Balance Adjustment

Type the balance your bank shows and Budgie books the difference as a dated Adjustment transaction — not a silent edit to your history.

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Why a correction is not an expense

Reality drifts from the ledger: a cash amount you forgot to record, a starting balance you estimated, a bank that reports a number your history cannot reproduce. Most apps fix that by quietly overwriting the balance, rewriting the past without a trace.

Budgie does the opposite. You type the true balance; Budgie compares it with the current one and books the difference as a dated Adjustment transaction. The correction is visible, dated, and editable like any other row.

What you get

Set a target balance on any account and Budgie writes the difference as an Adjustment

Adjustments are a first-class transaction type with their own read and edit screens

The correction carries the exchange rate of the day it was booked, so net worth stays consistent

Adjustments are excluded from categorization rules, so reconciling never fires a rule built for spending

Recalculate Balances in Settings rebuilds every cached balance from the transaction ledger

An audited trail — the past is corrected in the open, never silently overwritten

Frequently Asked Questions

Is an adjustment just another transaction?
Yes — a first-class one. It has its own transaction type, its own detail and edit screens, and its own icon. It exists to correct a balance, so Budgie keeps it out of the categorization rules you write for real spending.
When should I set a target balance?
When the displayed balance does not match reality — a cash withdrawal you forgot to log, a starting balance you estimated, or a bank figure your history cannot reproduce. Type the true number and Budgie books the difference.
Does an adjustment count as income or spending?
No. An adjustment is reconciliation, not cash flow. Budgie deliberately excludes adjustments from rule matching, so correcting a balance never contaminates a rule you wrote for real income or expenses.
What does Recalculate Balances do?
Settings → Recalculate Balances clears the cached balance for every account and rebuilds it from the transactions themselves — useful after an import or a run of edits when a cached figure has drifted.
Can I edit or remove an adjustment?
Yes. An adjustment opens in its own detail screen and edits like any other transaction, so you can change the amount or remove it without touching the rest of your history.

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