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Unified bucket

Edit Umbrella Insurance

A bucket may receive any combination of income and ledger funding, and may have expenses. Recurring rules are managed separately.

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Scheduled activity

Recurring rules

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Blue = transfer rule Green = external income Red = external expense
Fund Umbrella Ins · $70.83Transfer from General Ledger · Monthly · Next Oct 15, 2026 OccurrencesEdit

Deactivating preserves all history and ends this bucket’s active recurring rules today.

Current balance: $76.42Deactivation will not move or remove this money. It will remain part of Calculated Bank Balance.