Annual / Quarterly Budgets
Elizabeth Lepore
Agreed! Same for spending which might go up around holiday season but is a once a year occurence that is budgeted for!
Aaron Mann
Agreed! I was hoping Rocket money was going to add a place for an annual budget for each category (or calculate the annual budget for each category based on the total of the 12 monthly budgets) and show annual expenditures for each category. I sent this request over a year ago and your staff thought it was a good idea?
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Rochelle
YES! This is a huge problem for me. Rarely do I do a monthly budget — almost everything I do it annual or otherwise. Particularly since many of my subscriptions are paid upfront, and my discretionary spending, like travel, is not done on a consistent monthly basis. Even my quarterly Costco runs mess up my grocery budget.
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Faith
If I could see the overall budget for the year to know if I balanced out when I overspent one month vs another, that would be so helpful. I like having a monthly, but for those big, not monthly expenses an annual view is necessary.
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Kathleen Hinkle
I agree - I am self-employed so I have to budget quite a bit of my income for self-employment taxes and then save even more to got towards my SEP. It doesn't make sense to put it in my bills and utilities or even monthly budget - I need to treat it like a savings goal I guess but with a quarterly debit.
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Khadija Mehter
Merged in a post:
Budgets for annual or twice a year, etc payments.
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Ryan
I have some budgets that are annual or every 6 months. Mint has a monthly budget that saves or account for it monthly even though you only pay it annually or twice.
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Khadija Mehter
Merged in a post:
Quarterly, annual budget view
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Shannon
When switching to quarterly and annual views, I’d like my budgets to also show up, so that I can see if I met my budget goals for the quarter or the year in each category. Some months I spend nothing on gifts. Some months I spend over my monthly budget. Does it even put to the monthly amount I’ve budgeted?
I’d rather not have to do all that math myself.
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Khadija Mehter
Merged in a post:
Budgeting: Annual, quarterly, etc…
Jonathan Hunt
Please allow me to set yearly and quarterly amounts in each budget category. And show those budgeted amounts when I look at my yearly/quarterly spending.
Categories like Travel, gifts, car maintenence, etc. don’t make sense as monthly categories for most people. But they do work well as yearly categories.
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Khadija Mehter
Merged in a post:
Annual, bi-annual, quarterly recurring purchases
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Dylan
I have certain bills/subscriptions that are recurring once, twice, or four times per year, but have no way to set these up as recurring in the app because the only option is monthly.
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Khadija Mehter
Merged in a post:
Annual budgets
Emily D
Would like to set some budget categories annually rather than monthly. For example, travel. If I take 1 big trip a year the expenses will likely be clustered together rather than spread out evenly in the months. I’d like to track to a total annual budget for categories like that, while maintaining monthly for other categories like dining out or shopping.
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