12 month view for budgeting
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Casey G
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.
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Max
I just started using LM, moving from Mint+Excel. I do like many others do, use Mint as aggregator, and spreadsheet for yearly budget. It would be so nice to dump my old spreadsheet and be able to setup my yearly budget in sort of a 12-month view, all at once based on my categories.
The Finance > Analyze tab is very close to what I am looking for. Its great to see spending at a glance. All I would add is the ability to see budget against spendings, and also the ability to set budgets from there)
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Clarence Tso
Max this Finance > Analyze --> Budget is exactly what I came to look for as well! Have a great, helpful YoY report in Analyze and the next step is to convert that into an annual budget from the YoY report.
It's just a lot of extra work to do things month-by-month if you're not looking to spend every week in the budgeting app.
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Pat
I'd like to poke my head in and add context to why this is such an important feature... For a freelancer who's spouse does seasonal work, our incomes are sporadic to say the least. Monthly budgeting is basically useless unless I can look at the whole year exactly like the attached image. Until this feature is available I'll basically have to keep using LM only as an account-aggregator and a auto-categorizer, to export into my own spreadsheet that does this.
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Jovana Puric
Pat
Dear Pat,
Thank you for your thoughtful insight. At the moment we are focusing on implementing this feature so in the future our users will be able to see a whole year budget as suggested. This will allow sporadic income visibility on a yearly budget as well.
We hope this version of LM will match your expectations and allow you to plan and budget your expenses seamlessly.
Best,
Jovana
Lunch Money
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Benjamin Myers
I also need this. Any updates? I'd like to be able to see the Budget for a year or a set period (e.g., May 2023 - Dec 2023), month by month and total. And I'd like to see actuals vs. budgets for that period, month by month AND total / total to date.
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Deirdre Horgan
Benjamin Myers: i totally agree. i can not believe i can't see my expenditures vs. my budget. that is so basic. i spent 20 hours sorting and cleaning my data only to discover this fault.
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Deirdre Horgan
Benjamin Myers: and holy crap people have been asking for this for 2 years. since april 2021. if they can't do this basic thing there's a problem.
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Benjamin Myers
Maybe Jen can give an update
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Jovana Puric
Deirdre Horgan
Dear Deirdre,
Thank you for the heads up about the improvements we need to make. We are aware of the adjustments we need to make and have been working hard to make this feature available as soon as possible. As you have suggested, expenditures versus budget visibility is exactly what we are aiming for.
We are hoping this will meet your expectations and improve your LM experience.
In the meantime, thank you for your patience and support.
Best,
Jovana
Lunch Money
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Past User 18664
I need this too! Any update on this?
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J
Yes! This is crucial for us. I have a number of budgets (like travel) that I set for the year, with clusters of expenses against that budget and months of zeroes in between. The monthly budget view doesn't help much for this.
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W Other
And the possibility to set a year-budget, which is automatically divided over the next year.
Jen
Very cool, thanks for sharing!