Rollover budget
Juliet
Merged in a post:
Carry budget surplus/deficit forward
T
Trevor
I’d like to be able to carry certain budgets forward. For instance if there’s $40 left in my shopping budget I’d want next months budget to have $40 added to it.
A
Annie
Agreed!
Juliet
Merged in a post:
Roll over balance of bank account to next month
D
Deborah McKnight
I would like my rocket money app to show me how much money I have in my bank account to spend rolling over from month to month rather than only that month’s income. I’m self employed so I don’t make a set amount each month and depend on the previous month’s income so would like it to roll over to the next month so it doesn’t show that I’m spending more than I make when in actuality I’m not.
Thomas O'Rourke
I'm leaving to a different app because I need this feature. Was a subscribed customer
K
Karysa Kwasniewski
It looks like this has been suggested for literally YEARS.
When will it be implemented? Is anyone working on it? It's really an important function that's missing, that Mint had.
How can I budget for quarterly/yearly payments? or property taxes 2x yearly?
K
Karysa Kwasniewski
Yes!!!!! I need to be able to let certain budgets "roll over" into the next month, i.e. gifts. If I allocate $150/month for gifts but only spend $50, then by the time I get to Christmas I should have $1200 left of that budget to spend, for instance. I used to be able to just click a box in Mint to enable this, how can I do it in Rocket?
Juliet
Merged in a post:
Rollover Budget Feature
Mike Joyce
A rollover budget feature that would show cumulative month-over-month tracking by category, allowing you to track how you're doing across the year. Overspend by $100 in June, your "annual budget" is now $100 behind, etc.
Juliet
Merged in a post:
Rollover Budget
B
Becky Dennison
I would like to be able to rollover to the next month anything budgeted that hasn't been used. I want to be able to choose which categories roll over.
S
Steven Temme
Just checking in to say that we are in our second month of Rocket Money and I love the budgeting features BUT we really need it to rollover from month to month. I talked to an agent who said it was in the works, which is great. Any updates on when it might roll out? Thanks.
Juliet
Merged in a post:
Dynamic Budgets Month to Month
M
Meg
It would be helpful to have a feature where my budgets roll over dynamically month to month. For example, if I underspend by $100 in a category one month, the next month’s budget would increase by $100. Or vice versa, if I overspend by $100, the next month’s budget would be reduced by $100.
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