Click “Budget” in the sidebar to navigate to the Budget page. A ”+” icon button on this page opens
the create budget line form as an overlay. The form fields change based on your current budgeting mode, with Envelope Mode showing
different options than Tracking or Targets modes.
The form begins with a name field where you enter an identifier for your budget line. Commander prevents duplicate names and
displays an inline error if you attempt to use a name that already exists among your active budget lines. Below the
name, select a color using either the hex code entry box or the color picker. The color defaults to gray if left
unchanged.
In Tracking Mode, the form requires only the name and color fields described in the prior section. Targets Mode adds a target field
where you enter your spending goal for the line. This field accepts positive or negative values and defaults to zero. Commander
allows you to save a budget line with a zero target, but displays a warning symbol next to the line name on the Budget
page to indicate that the line has no target amount.Envelope Mode includes an initial transfer to line field that moves money from your unbudgeted funds pool into the new budget
line. This field defaults to zero and requires an amount that doesn’t exceed your available unbudgeted funds. Commander validates
that sufficient funds exist before allowing you to save—attempting to transfer more than your available balance displays an error
and prevents creation. The transfer occurs when you save the line, reducing your unbudgeted funds by the specified
amount.
Click “Save” to create your budget line. Commander validates all required fields and displays inline error messages if information
is missing or incorrect. After successful creation, the form closes and your new budget line appears on the Budget
page alongside your existing lines. The line shows no activity until you assign transactions to it.
