Set a budget for a year
in progress
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Sarah Keith
I would love for certain categories to be able to budget an amount for the year, rather than inputting month by month.
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Nora Curti
I would like to see an integrated annual and monthly budget. Right now to have both I have to set up two accounts, which is inconvenient because I have to bring in transactions twice. It would be great if I could have monthly budgets set up while also having a larger annual budget set up so that I could see how my monthly budgeting is progressing in relation to my annual goals.
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Michael Corbett
Beta: I really miss the feature that allows you to copy a previous periods budget or actual amount using one-click. With that, it takes about 2 minutes to create my budget each month. The new beta budget seems to be missing this and makes it more cumbersome.
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DK
Michael Corbett isn't it here?
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Michael Corbett
DK I like the current layout where you see all the categories at a glance, including last months budget and actual. Then you can pick whether to copy budget or actual to the current month using the link (underlined orange values here). One-click (per category). It would be even nicer if you could see/switch to the same period last year as well.
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 supports yearly budgeting, 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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Coen
Would be great for me! Looking forward to the new version!
Jen from Lunch Money
in progress
The new budgeting feature within Lunch Money, which supports yearly budgeting, has officially entered alpha testing! Stay tuned for more updates!
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Shannon Freeman
Jen from Lunch Money Glad to see that this and zero-based budgeting are in alpha testing. Until they're available, I can't move from YNAB. Is there a way to sign up to be notified? And will I be able to sign up for a second 30-day trial? I won't be using the trial I JUST signed up for because these two features are essential for me and my family.
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Jen
Shannon Freeman Hi Shannon– upvoting this feature request will you keep in the loop! And yes, you can start a new 30-day trial anytime! Cheers!
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Boele
You can already do this.... Via the little arrow behind the budget.
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Jose Simon
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David Osolkowski
This would be incredibly useful, as there are plenty of expenses--club memberships, taxes, insurance--that bill every six months or only once per year. Fixed with rollover does not really accomplish this, as there's no way to configure when the next payment is expected in order to know when the budget has actually been exceeded. Coming from Mint, this is a big disappointment.
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Vanessa Alves
I'd like to second this. What I currently do using excel is I set a yearly budget for all the categories by month which then gives me a total for the year. I have a projected budget sheet, actual spend sheet and a variance sheet that all sync up after I do my monthly inputs (very manual). If we have this option, it would sync in great with the calendar view as well, so you have a very high level view of what the numbers look like for the year.
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DK
This woudl be a game-changer for me - Would allow me to easily budget for say, kid activity fees that I pay in installments in Sept, Oct, Jan and Feb. The workarounds are: Entering these as heavily-tweaked or one-off "recurring" transactions; or entering 1/12 of the annual total into each monthly budget. Both are a lot of work! But the only way for me to understand how much $$ I've committed to various expenses and therefore how much I have left to play with for discretionary spending over the year. The Savings Rate calculation would become useful as a forecasting tool.. that woudl be so helpful!
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