Zero-Based Budget Category Rollover Badge

WHAT IT DOES

Zero-Based Budget Category Rollover Badge scans the current page for zero-based budget category data including assigned amounts, spent amounts, available balances, and previous month rollover amounts. It extracts category names, budgeted amounts, actual spending, and remaining balances from budgeting apps (YNAB, EveryDollar, Mint, etc.). The floating panel shows rollover amounts per category with color-coded indicators (green for surplus, red for overspent, yellow for balanced). Rollover summaries show total surplus, total deficit, and net rollover across all categories. Edit rollover amounts directly, reset to zero, and export rollover data as text or CSV. Categories with significant rollover balances are highlighted, and suggestions for reallocation help optimize your budget.

WHERE IT RUNS

Works on any budgeting app page, including YNAB, EveryDollar, Mint, and other zero-based budget platforms. The script intelligently detects budget categories using common selectors and can also fall back to general number pattern matching on any page with structured budget data. It works best on YNAB and EveryDollar but can detect categories on most web-based budgeting tools.

HOW TO USE

The panel displays a summary showing total assigned, total spent, surplus, deficit, and net rollover. The categories list shows each category with its rollover amount, color-coded by status, with icons indicating surplus, deficit, or zero. Click the ✎ button to edit a category's rollover amount, or ↺ to reset it to zero. Use the significant threshold setting to control which categories are highlighted. Export the full rollover report as text or CSV for tracking or sharing. Toggle auto-rollover editing to enable or disable per-category edits, and enable confirmation before resets for safety. All changes are saved locally and persist across sessions.

MECHANISM — BUDGET DATA EXTRACTION WITH ROLLOVER CALCULATION

The script uses a multi-strategy approach to extract budget data. It first attempts to find category containers using common budgeting app selectors (.category, .budget-category, .category-row). From each container, it extracts category names and amount values using targeted sub-selectors for assigned, spent, and available amounts. Rollover is calculated as the difference between available balance and the net of assigned minus spent. If standard detection fails, the script falls back to text pattern matching, scanning rows for currency patterns and extracting multiple amounts from each row. Categories are assigned unique IDs for persistent rollover editing across sessions. All extraction runs client-side with no network calls.

THE PANEL

The floating panel is fully draggable and remembers its position per domain. Click the minimize button to collapse it to a small bubble, or press Escape to hide it. The panel automatically adjusts to different screen sizes and can be resized to show more content. All settings, including rollover threshold and auto-rollover toggle, are saved per domain. The panel integrates smoothly with any page layout using the BGPanel framework, maintaining clean separation from page content.

PLEASE NOTE

This script requires the free BotGentz extension to run. It does not send any data to external servers; all extracted budget data, rollover edits, and settings remain entirely local to your browser using GM_setValue. The script never reads password fields, hidden inputs, or file inputs. It stores only category names, amounts, and rollover values from publicly visible budget page content. The script displays and allows edits to rollover amounts in the local view only and does not modify the actual budget app data. Data persists across browser sessions and is isolated per browser profile.