Annual Budget
Juliet
Merged in a post:
Budgets
J
John
I would like to make an annual budget using historical details. I would also like to have sub-categories for several of your categories. This appears to be a look back and at-present views with little ability to make planning decisions
Juliet
Merged in a post:
annual budgets
F
Faranak
I want to be able to make new budgets each year without overwriting my old budget
A
Anna
I really wish there was an option to view them that budgets on an annual basis, for example I may have exceeded my monthly grocery budget some months but spent less the next month so that annually I am still under budget, but I can’t see budgets in the annual view.
A
Anna
Yes! Would love a sinking fund like EveryDollar has that allows the unused amount to carryover each month, so that it doesn’t look like o blew my budget when i pay taxes or a big medical bill, even though I’ve been planning for it.
Juliet
Merged in a post:
Annual Budget
W
Will
The fact that there is no way to choose to set an annual budget is a huge oversight. We should be able to choose if we want to set it up with annual numbers or monthly numbers and have it calculate the other accordingly. When looking at large budget items like travel or home upgrades, it is only really helpful to know where I stand within my annual budget for the year. I cant plan a trip in the fall based on this month's budget.
Juliet
Merged in a post:
Annual Budget
T
Tom
Create and display annual Budget vs actual spend For the year.
Juliet
Merged in a post:
Annual Budget
T
Thomas
Some categories like taxes I save for each month, but they don't get paid out until April. I want the ability to see how much is building up in each category throughout the year.
Juliet
Merged in a post:
Yearly budget
S
Steven Buraczyk
It would be great to have the ability to set an annual budget for each of your categories and see how you are tracking each month. Pretty basic function that every successful company in the world does. I am surprised that it isn’t already available.
Juliet
Merged in a post:
Annualized Income/Expense
T
Tom
Need to add an annualized Budget vs actual income/Expense chart! Month by month is for students!
Juliet
Merged in a post:
See Yearly Budget
E
Edward
My budget categories are set up based on yearly averages. That is because some categories are variable month-to-month like Shopping, or Clothing, or Major Home Improvements. I need to see more than one month of spending against my budget. This software does not provide much assistance without this important feature.
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