12 month view for budgeting
I'd love to be able to plan & enter my budgets over a whole year, instead of going one month at a time. See attached for an example of a common spreadsheet format.
Total for budget
At the bottom of my budget I'd love to see the total budgeted for the month, and even possibly set a budget so I can split it across my categories
Create "Difference Total" in "Overview" panel on the right side of the screen
It would be quite lovely to have a "total difference" line item which lets you know how "on budget" you are for a given time period. The closer this number is to 0, the closer you are to being exactly on budget. The higher this number is, the more over-budget you are, etc. Basically it would be calculated just by adding up all the "difference" columns in the budget.
Transaction/budget amount inputs act as simple calculator
When inputting budget or transaction amounts sometimes I'll need to perform simple calculations (add, subtract, multiply, and divide) to figure out what the value should be. Not a massive issue to open another app to do this, but would be nice if the value inputs for transactions or budgeted amounts allowed for the calculations to be done using the inputs themselves.
Simple Formulas on Budget Cells
It would be helpful to allow simple formulas like addition and subtraction in the budget cells. For example, 75+25 would populate the cell with 100. Or 100-25 would populate the cell with 75. This is a feature in EveryDollar and I found it to be useful when shifting a certain dollar amount from one budget category to another.
Set a recurring budget
Right now you can only set a budget for the next 6 months. Allow an option to auto-set the budget indefinitely to a specific value.
I'm using lunch money for both business and personal budgets. I set it up so that I have a "Business" tag and a "Personal" tag, as well as business / personal categories. I'd love to be able to have two separate budgets and be able to see Income vs Expenses based on categories or tags. I set up a view in Analyze queries, but I love the visuals & planning aspects of the budget page. Same for the Home Page, I'd love to be able to have multiple views or data sets (like Analyze) to see all categories/tags in one or individually as far as what's come in already and what's predicted.