Custom budget periods
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Din from Lunch Money
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This was addressed in release #238. 🎉
You can now set custom budgeting periods that align with your actual financial flow, such as weekly, bi-weekly, annual or custom periods like the 1st and 15th of each month.
Thanks to everyone who requested and voted on this!
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Benjamin Myers
does this work the way we wanted? I wanted to be able to set annual budgets and have those be automatically equally divided into monthly budget amounts -- e.g., $24K for the year's travel budget, that gets put at $2K/month in each monthly budget? I don't think this is how it works yet.
Din from Lunch Money
Benjamin Myers: Heya! Currently, the custom budget period you set applies to all categories. If you are looking to budget month-to-month, but with an annual budget for specific categories (i.e. "Travel"), please upvote this feature request here: https://feedback.lunchmoney.app/budget/p/set-a-budget-for-a-year
Din from Lunch Money
complete
This was addressed in release #238. 🎉
You can now set custom budgeting periods that align with your actual financial flow, such as weekly, bi-weekly, annual or custom periods like the 1st and 15th of each month.
Thanks to everyone who requested and voted on this!
B
Benjamin Myers
Din from Lunch Money does this work the way we wanted? I wanted to be able to set annual budgets and have those be automatically equally divided into monthly budget amounts -- e.g., $24K for the year's travel budget, that gets put at $2K/month in each monthly budget? I don't think this is how it works yet.
Din from Lunch Money
Benjamin Myers: Heya! Currently, the custom budget period you set applies to all categories. If you are looking to budget month-to-month, but with an annual budget for specific categories (i.e. "Travel"), please upvote this feature request here: https://feedback.lunchmoney.app/budget/p/set-a-budget-for-a-year
R
Ross
Please consider expanding to support annual budgeting.
Din from Lunch Money
The new budgeting feature completed alpha testing and is now available in the Beta Testing Program, open to both trialing and subscribed users! 🎊
The new Budget page includes support for custom budget periods, zero-based budgeting, improved support and logic for carryover and allocation pools, and more!
If you have any feedback to share with us, feel free to reach out in the beta testing channel on Discord, or open an in-app feedback ticket via the 'HELP' menu. 🙂
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KD
Hello,
Thank you for the alpha release of custom budget periods, it helps a lot for bi-weekly budgets!
In the middle of a budget period, I often use the "Budget Breakdown" box in the Overview page to confirm what is still available in my budget for a given category. Now that we have custom budget periods, I feel like it would be great if we could set the budget period as the period for the Overview page using the dropdown on the same page. If we could further set it as the default period for the overview page, it would be perfect.
Would this be possible, and, if yes, would it be better for me to open a new feature request?
Thank you!
Jen from Lunch Money
in progress
The new budgeting feature within Lunch Money which supports custom budget periods has officially entered alpha testing! Stay tuned for more updates!
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Tim Fleur
This would be very helpfull. Managing a monthly budget where allocated funds are paid at the end of each previous month - meaning that for direct trends it would be helpfull to have a reporting period from 25th to 24th.
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David Osolkowski
Maybe this would be a generic solution to the multiple requests for annual or at least greater-than-monthly budgets.
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Coco Wilder
I really need this feature too!
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Sam
Same problem, I am payed the 25th of each month so I need to manage this n the budget fo the next month. Just to add the budget date + 30 days
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