How the Total Budget Summary is calculated
The Total Budget Summary at the top of the Budget page in PocketSmith is calculated by summing the total amount earned and spent across all categories and accounts, excluding transfer categories, for the selected date range.
Similarly, the budgeted totals take into account any budgets for the selected period across all categories and accounts, excluding transfer categories, for the selected date range.
For example, below you will see that from Jul 1, 2025, to Sep 30, 2025, I had budgeted to earn $6,589, whereas my actual earnings totalled $7,489. When reviewing spending, I had budgeted $5,439; however, the actual amount spent was $7,601:
You can analyse how each category and its budget contribute to the Total Budget Summary in the lower section of the Budget page, ensuring that 'Use total budget summary date range for budget amount analysis' is ticked. However, please note that this will include your transfer categories and their budgets, which do not contribute to your Total Budget Summary figures.
Tip 💡
For a straightforward view of how your Total Budget Summary is calculated, with the ability to remove transfers, we recommend using the Income & Expense report. Read on to learn more!
View a breakdown of the Total Budget Summary
To see a breakdown of how the Total Budget Summary figures are calculated, head to the Income & Expense Report:
- Select the same date range as the Budget page
Ensure the Include transfers toggle is switched OFF
Ensure all accounts are selected:
On the Budget page, ensure the option to 'Include uncategorised' transactions is enabled.
Note
If you have hidden categories on the Income & Expense report, these may need to be restored for the totals to align with your Total Budget Summary. This is because categories cannot be hidden from the Budget page.
If you have hidden categories, you'll see a 'Manage hidden categories' option in your sidebar.
To restore hidden categories, see: Restoring a category on the Income & Expense report
With the above settings, the Total Budget Summary should align with the 'Total Income' and 'Total Expense' figures on the Income & Expense report, with the report showing a per-category breakdown of these amounts 🙌
