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Commander Finance offers two paths to the Budget Settings page:
  • From the Budget page in the sidebar, click the three-dot icon next to the page title—on narrow screens it appears below the title instead—and select Budget Settings from the menu.
  • From the Settings page in the sidebar, select Budget Settings from the settings menu.

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Switching between modes

The Mode section displays three radio buttons—labeled Tracking, Targets, and Envelope—that select Tracking Mode, Targets Mode, or Envelope Mode respectively. For detailed explanations of how each mode works, see the budget modes page. Click the radio button for the mode you want. Commander saves the change automatically with no separate save action, and you remain on the Budget Settings page while the update completes.

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What happens to your data

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.