Rollover budget
M
Megan
Yes rollover. Otherwise my safe to spend is never going to be accurate when it’s wiping away end of month paychecks that are funding the next month
Juliet
Merged in a post:
Rollover
M
Marika Wiancko
I love RM, but will have to find another app to use for budgeting, if a rollover feature is not in the works. This seems like a no-brainer, and I’m very curious if this is something being worked on!
Juliet
Merged in a post:
Roll over budget categories
T
Torince
I would love to see a budget rollover feature added to Rocket Money! If I budget $200 for a category but only spend $150, the remaining $50 should automatically roll over into that category for the next month. This would make it much easier to save toward irregular expenses while still keeping everything organized within the monthly budget. It’s one of the biggest features I feel is missing!
Juliet
Merged in a post:
Rolling Budgetd Money for Future Months
D
Duane
Rolling Budgets want unspent money in each budget to roll into next month’s budget for use when needed.
Juliet
Merged in a post:
Rollover Budgets
E
Elizabeth
Please add a budget setting so the budget balance can rollover to the next month. For instance, I spend $200 on contacts about every other month. So I now have to have my budget for $100 per month. But then one month, I have spent 0 dollars, and then the next, I'm $100 over.
C
Connor
Absolutely agree with this! And honestly, it is the ONE missing piece about Rocket Money that makes me have to use another tool.
When I'm budgeting for house projects, travel, or annual expenses, I track these on an annual basis, but Rocket Money only allows for monthly budgetting. I currently just include the annual budget/12 as my monthly budget. I have an excel spreadsheet that I plug the rocket money data into to see how we are doing on an annual basis, but I would prefer to have Rocketmoney do it for us.
Please add this feature!
D
Deborah
Yes, agreed!!! This would be amazing and would be a higher priority to have
Juliet
Merged in a post:
Feature Request: Budget Rollover / Sinking Funds
R
Ryan
It would be great to have an optional budget rollover feature. Many expenses don't occur on a monthly schedule, so users often save money over several months before paying a larger bill. Right now, when that bill is paid, it can appear that the budget has been exceeded even though the money was planned for and set aside in advance.
A rollover option would allow any unused budget from previous months to carry forward until it is spent. This would make budgeting more accurate for irregular expenses such as tuition, insurance premiums, annual memberships, property taxes, vehicle registration, vacations, and other planned purchases.
Having this as an optional setting for individual budget categories would give users more flexibility while keeping the current monthly budgeting system available for those who prefer it.
Juliet
Merged in a post:
Budgets with optional rollover feature
T
Thomas
Add an optional feature "rollover" to budgets. With this feature one will be able to correctly track the status of a budget that doesn't have a uniform transaction dates, or a budget that is fixed per year but can vary from month to month...etc. This feature used to be available in Mint and was very helpful.
P
Phillip
Rollover my budget
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