Annual / Quarterly Budgets | Feature Requests

Annual / Quarterly Budgets

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

January 20, 2024

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.

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.

Merged in a post:

Budgets for annual or twice a year, etc payments.

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.

August 9, 2024

Merged in a post:

Quarterly, annual budget view

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.

August 8, 2024

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.

August 8, 2024

Merged in a post:

Annual, bi-annual, quarterly recurring purchases

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.

August 8, 2024

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.

August 8, 2024

Merged in a post:

Quarterly and Yearly budgets

Jerron Gray II

Right now when you click on budgets when in Yearly or Quarterly view it shows as budget going over befause it is using the budgets set in monthly view. it would be cool to have quarterly or yearly budgets to track longterm progress

August 8, 2024

Merged in a post:

Monthly and Annual Budgets

Alex Lee

It would be nice to be able to set monthly and annual budgets for certain items. For example taxes as an annual, split monthly automatically. Some months have heavy spending because taxes are due while others have 0. Also an ability to see Annual budgets Total

August 8, 2024

Rinaldo Pérez Zayas

I'm coming from Mint, and I'm testing different Apps. Annual Budget was provided in Mint. For example, I can specify a budget of $50 every 3 months, 12 months, any # of months between 2 and 12. When creating the annual budget item, I specified the next disbursement, then Mint does everything automatically, including keepting the next disbursement for next year.

This works for annual payments like Insurance, Memberships like Amazon Prime, Time Sharing Maintenance, Auto License renewals and others. In me case I have like 15 annual payments thru all the year.

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