Create different monthly budgets and future budgets
under review
Daniel
Merged in a post:
Option to Budget for the Next Month
Sophie Stalnaker
I would love a feature that allows for me to copy my current budget and work on next month's even if I'm still in the prior month. Its very frustrating not to be able to do anything ahead of time.
Daniel
Merged in a post:
Rocket Money doesn't currently allow you to manually assign a bill to a future month’s budget category
Derk
This means when I pay my mortgage early before the 1st of the month it then shows that my mortgage got paid twice in a month. Its one of the features that has me seriously thinking about canceling my subscription. My monthly budget is not accurate and theres no way for me to fix it.
Daniel
Merged in a post:
Sandbox for Testing Future Monthly Budgets
C
Christopher
It would be great to test out my next month’s budget without impacting the current one I’ve got set up.
Daniel
Merged in a post:
Monthly budgets are a must!
C
Colby
Every month I adjust my budget based on what the specific needs of that month are (how much to put into savings, groceries, gas, trips, entertainment, personal, etc.) Almost every one of my budget categories are changing slightly from month to month, and I would really like to be able to go back to previous months to see how much I allocated to certain categories in certain months.
Also, I am regularly adjusting my budgets so I know how much I have left to spend outside of my budgeted categories. Then, if it turns out I might spend more than I thought (happens very often in one category or another), I will take from another category that has more than I need, or from my leftover or savings allocation. My goal is to always have money going into savings each month, so that is a budgeted category I can pull from each month as needed, and it's ALWAYS different every month.
Daniel
Merged in a post:
Edit past budgets
W
William Logan
I am trying to remove a previous month’s budget. The reset only affected the current month.
I was hoping to use the budget to gauge how effective we were to sticking to our past budget plan, and having erroneous data like that would be misleading for that type of analysis.
If there was something that could be done outside of what a user could perform, that would alleviate the solution for now, but otherwise I think it’d be helpful to see how we’ve stacked up in the past.
Daniel
Merged in a post:
Past/Future Budgets
B
Benjamin
We should be able to see past and future budgets. For example it is June but I want to look at what my budget looked like before I started rocket money (may) and what start planning next months budget (July)
Daniel
Merged in a post:
Edit previous month's budget
A
Alena
I should be able to edit the previous month's budgets to reflect what I actually spent. I forgot to edit budgets to reflect how my spending was going at the end of June. Now that's it's July, I can't make changes to June's budgets, so they're all under and over. I don't know why this isn't a capability.
Daniel
Merged in a post:
Custom monthly budget
D
Davy Langlais
Havin the ability to create custom monthly budget will tremendously improve the use of the budget function. As an example I know my utility bill in January will be different than the one in August.
Marielle Gomez
This and the option to make our budget a percentage and not just a fixed amount! For people who don’t have a consistent income every month!
Daniel
Merged in a post:
Creating Future Budget
david jones
Create a way to prepare budgets 1, 3, and 6 months in advance
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