Annual budgeting for certain categories
H
Hannah
Yes annual and/or quarterly budget for things like water bill, vet bills, taxes etc
Juliet
Merged in a post:
Annual Budgeting
T
Tanya
I need to be able to see my annual budget to plan for things like property taxes, pet teeth cleaning, holidays, annual payments for insurance, etc.
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Alethea
I don't understand why this hasn't been done. It should be an easy fix & yet we still don't have the option of annual budgeting or a year end review. If this isn't remedied I will be cancelling my subscription.
J
Josh
need this asap!!
Juliet
Merged in a post:
Annual Budget option
L
Laura
An annual budget feature is a must for Rocket Money. There are some expenses that users budget for and they are not monthly expenses. For example, Christmas gifts, Birthday gifts, Auto Service & Repairs. The ability to hold the funds in savings and rollover to the next month would be AWESOME.
Juliet
Merged in a post:
Yearly budget options for Travel, Home & Garden and yearly budget items
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Kavitha
Travel, Home & Garden are not necessarily monthly budget items but a yearly rolling budget. Some months you might have no expenditure and some months a big expenditure. It doesn't make sense to have just monthly budget. Need to be able to have $10K for travel for the year, or to be able to allocate say $6K for home & Garden related expenses that is $500 a month but can rollover from Month to month for a yearly budget number. other money management software including Quicken Simplifi has this which seems like a basic feature that is missing in your software. Not all budgets are monthly! I will migrate away from Rocket Money if this is not implemented quickly. This seems like table stakes feature to have on any budgeting software
Zoey
Merged in a post:
Yearly budget items
K
Kavitha
Travel, Home & Garden are not necessarily months budget items but a yearly rolling budget. Need to be able to have $10K for travel for the year, or to be able to allocate say $6K for home & Garden related expenses that is $500 a month but can rollover from Month to month for a yearly budget number. other money management software including Quicken Simplifi has this which seems like a basic feature that is missing in your software. Not all budgets are monthly!
Zoey
Merged in a post:
Yearly budget options
K
Kirstie
I only pay my taxes once a year, or my property taxes, or a goal item like a car I want to budget for it going out of my accounts but not necessarily need monthly management for it.
Zoey
Merged in a post:
Annual / Quarterly Budgets
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Jeremy
For example vacations. Say I want to spend $5k on vacations a year. That doesn’t equate to spending $417 a month. If i spend $1200 on a vacation one month it will blow the budget instead of just showing as 24% with $3800 left to spend. There are several other categories this applies to
Fox
Merged in a post:
Please add Yearly Budget by Month
Tom Kostosky
Monthly is ok, but we really need to see how we are doing budget-wise for the entire calendar (tax) year in one graphic Report (projected and actual by month)
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