Balance Carry-over & Overall Balance
By default, every month in Pocket Clear starts fresh at zero — the new month's Net is simply that month's Money In minus its Money Out, with no leftover from before. For many people, that clean slate is exactly what they want.
But money doesn't always reset on the first of the month. If what's left over (or what's still owed) rolls forward in real life, you can turn on the optional monthly balance carry-over. With it on, each new month starts with the previous month's leftover — positive or negative — instead of zero. It's off by default and lives in Settings.
With carry-over off, the Home screen also shows a separate Overall Balance row whenever you have transactions — your all-time cumulative net: total Money In minus total Money Out across all of your history. It gives you a single number for where things stand overall.
How to turn on balance carry-over
- Open Pocket Clear and go to Settings.
- Find the balance carry-over option and toggle it on.
- The Home screen updates immediately. With carry-over on, the headline balance becomes a running Overall Balance — the amount carried in from before plus the month you're viewing — and a small Carried over line shows how much rolled in.
Balance carry-over works alongside how you slice your data. Your view period still controls which window of transactions you see, and your budget period still governs how spending limits are calculated. Carry-over only changes the starting figure each month is measured from.
Good to know
- Off by default. Each month starts at zero unless you turn carry-over on in Settings.
- It never changes your data. Carry-over is a display and calculation preference only — it doesn't add, edit, or remove any of your transactions.
- Net vs. Overall Balance. Net is Money In minus Money Out for the single month you're viewing. With carry-over off, Home also shows your all-time Overall Balance as its own row; with carry-over on, the headline shows a running balance carried into the month you're viewing.
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