I have category groups that help me visualize my budgets, but I don't want to set a budget for a category group manually. I want the category group to auto-populate with the totals from the sub-categories. Is this possible? For example if I know I will spend $80 for Con Edison, $60 for National Grid, $70 for Spectrum, and $80 for Verizon, I want the category group "Utilities" to auto-sum and give me $290 for Utilities. Otherwise, if I change my category budgets I need to keep updating the category group budget, and it's extra work. Thanks!

Oh, yes, excited about this! Thanks, Jen!

Glad to see the BETA update that allows sorting by column. Now clicking on the “Budgeted” column allows me to bring to the top just the subcategories that I track. BUT there still are no budget options for the main category, which is a big benefit of the current budget setup. Until category group budgeting is possible in BETA it is quite useless.

Additional notes on current budget vs. BETA: The current budget is too cluttered with all the subcategories. I like the BETA layout of subcategories being connected to their category title, and able to collapse the grouping.

The current budget allows sorting by column (sorting “this period’s budget” is really helpful) the BETA budget lacks this, which feels like a glaring downgrade. That’s two strikes against the BETA version (i.e. THERE NEEDS TO BE AN OPTION TO BUDGET FOR THE ENTIRE CATEGORY)

Can some screenshot or explanations of the new budget types be provided so users can decide if is worth jumping in the beta and possibly wrecking their budgets?

It seems like a major omission in BETA! The current budgeting feature allows us to set a budget for a category but the new BETA budget DOES NOT. (or am I missing something?) I don’t want to micro budget with every.single.subcategory - that’s one main purpose of categorization.

This is something that seems to work on the standard app, but not beta