Rollover budget
Juliet
Merged in a post:
Budget rollover
Danae Troupe
Budget rollover is an essential feature for many budget planners. Not all expenses occur on a monthly basis and I know many users would benefit greatly from having this as an option on a category by category basis. We could also set perhaps the amount of months before it expires.
Reddit thread of Rocket Money losing customers over the lack of this feature: https://www.reddit.com/r/personalfinance/comments/1ck4g97/does_rocket_money_have_a_budget_category_rollover
I'm sure that other people have also suggested in the past. I would be happy to provide more information of what I am seeking from this feature if necessary. I have used Rocket Money for many years and this is my biggest pain point. If another app competitive app came out that did have this feature, it is important enough for me to make the switch.
Also, right now, all categories are annual. This feature could also allow us to set "terms". Perhaps, we could set an annual budget.
Kristin Callaway-Kelly
Yes this really must happen without this the budget is essentially useless. PLEASE consider applying a created budget to past and future months.
Juliet
Merged in a post:
Budget categories that rollover money unspent
Lindsay Dukes
I would like to be able to set a budget category at a certain amount, say $100. Whatever was not spent in that category for that month, say $25, will roll over to the next category. So the next month, the budgeted amount for that category would be $125.
J
Jeri
A rollover budget is much needed!
Z
Zack
A yearly or quarterly budget option would be great for the type of categories that are more sporadic. For me it’s auto-related, like taking my car into the shop. When I have to get something fixed, my auto budget for that month is way over budget but when looking at it from a yearly timeframe, it’s much more reasonable.
C
Carole Kirschner
Yes!!! Must have this feature!
Steve Montgomery
Rollover budget to the next month. Instead of starting from scratch every new month.
C
Carole Kirschner
Yes!!!!! Need to have budget rollover instead of manually each month
Kristin Callaway-Kelly
Steve Montgomery yeah it's silly to have this. MINT had this down perfectly.
Kelley P
Yes please! This was such an important feature on mint (rip)
C
Caroline
I’m not filled with confidence that this feature will arrive in time to prevent me moving to another app. Every time I have to pay a quarterly, semi annual or annual bill and see myself over budget by thousands (when I’ve “spent” zero budget on that category for the last six month … my desire to leave grows.
B
Bre
Yes please create a roll over or amortization function. Preferably roll over functionality.
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