Commander offers two paths to the Budget Settings page. The first route takes you through the Budget page by
clicking “Budget” in the sidebar, then clicking the three-dot icon in the upper right corner of the Budget page, and
selecting “Budget Settings” from the menu. The second route goes directly through Settings by clicking “Settings” in the sidebar
and then selecting “Budget Settings” from the settings menu.
The Mode section displays three radio button options; Tracking, Targets, and Envelope. For detailed explanations of how each mode
works, see the budget modes page. Select your desired mode by clicking the corresponding radio
button. Commander applies the change immediately without requiring a save action, and you remain on the Budget Settings page.
Commander preserves all existing budget line data, transactions, and historical information when you switch modes. The next time
you view the Budget page or any Budget Line Detail view, the display updates to reflect your new mode’s structure and
calculations.When switching to Targets Mode, any budget lines without defined target amounts display a warning symbol on the Budget
page. If you previously used Targets Mode, your stored target values remain assigned to their lines. When switching to Envelope
Mode, budget lines appear without funding until you transfer money into them from your unbudgeted funds pool. Mode-specific data
like target amounts and envelope funding persists when you switch away—these values remain stored and reappear if you return to
those modes later.Your budget cycle settings remain unchanged when switching modes. The time period type, start date, and other cycle configurations
persist across all mode changes.
