Show Monthly Budgeted Amount
E
Elijah Estoll
I use rollover budgeting, and I would like to be able to see exactly how much I am adding to the monthly budget (both total and by category).
Currently I see only the total available amount. For instance, if I have $10,000 in an Emergency Fund with $100 rollover added each month, I would just see that category showing $1100 this month, then $1200 next month, etc. I would like to be able to see a column that says: Budgeting $100 this month toward the Emergency Fund, with subtotals by category group and a total of everything additionally allocated this month.
Big bonus would be the option to see this summed up for an entire year: i.e., after twelve months it would show $1200 additionally budgeted for a category total of $11200.
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J
Jonathan Lovelace
If I understand correctly, this works in the current "beta" version, provided the specific budget is configured to roll over into the same budget (which is
not
the default). There isn't an annual summary feature as far as I can see, but in January you could go forward to the budget page for the following December and, if you've either set budgets to default to matching the prior period or manually added the same amount in the intervening months, it will then show the projected total budget.