Auto set

Auto set proposes amounts from your history

Rather than deciding every number yourself, Auto set fills in your income and spending categories in one step from the budget page. It reads what you've actually earned and spent in each category and sets budget amounts to match.

You can also run it for one side only, using Auto set income or Auto set spending from the heading of either section.

What it looks at

Auto set analyzes your recent transaction history — the last three months, or as much of that as you have, extended to whole billing cycles for categories that don't recur monthly — to find your average income and spending per category.

It also keeps the scalable part of the plan achievable: when your non-critical categories and the Flex pool together average more than your income leaves after your savings budget and critical categories, those amounts are scaled down to fit. Critical categories are set to their full averages rather than scaled, and your savings budget and any amounts you've set for specific months are kept, so the total can still come out above your income.

You see every amount before it's written

Auto set is a bulk change, and it shows you the result first. The confirmation lists each category with its current and proposed amount, changed rows first, with the rest collapsed under Show N unchanged amounts. The Flex shared budget appears as one row. Below the list it names the month the amounts apply from and what Left to budget would be afterward.

• Replaced — the ongoing amounts of income and spending categories, from the current month forward. Where you'd scheduled a later change for a category, its row says how many scheduled changes the new amount replaces.
• Kept — amounts you've set for specific months, which survive untouched. A category budgeted every three months or longer with no activity in its window is also left as it is, since Zypper can't tell a bill that drifted a few days from one that stopped.

If your transactions change between opening the preview and clicking Confirm, auto set asks you to check the new amounts and confirm again rather than writing something you didn't see.

Adjusting afterward

Auto set is a starting point, not a lock-in. Every amount stays editable — click any category's amount on the budget page and change it, or turn on rollover for categories where unspent money should accumulate. See Creating your budget for how amounts, month-specific overrides, and rollover work.