Rollover budget
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Yellow Rhino
Please create rollover budget! We will be switching if it’s not created. Mint had this and it was amazing.
Andrew Biddinger
Please, and thank you!
Daniel
Merged in a post:
ability to rollover budgets
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Jenny Kedziora
I was a previous client of Mint before it shut down. In Mint I had the ability to select rolling over remaining budget amounts from one month to the next. I could choose which budgets would allow the rollover and not have it on every budget. This was very helpful to track saving money for bills that were paid quarterly, semi annually, etc. I could see the money was "spent" each month and be sure the payment was on track for when the bill was due. It was also helpful for tracking the kids' allowance as they were unlikely to spend all their allowance every month. I very much miss this feature in Rocket Money and find I am having to keep additional handwritten records along with tracking in Rocket Money. Please consider implementing it. Thanks!
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ELIZABETH
Yeah, my water bill is quarterly and I forget all the time.
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Ethan
I really need rollover budgets to help me manage my costs. It's a great way to show saving up in a category for larger expenses that I know I want/need to save up for.
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Paige Marley
I’m tempted to leave Rocket Money because this isn’t an option, it’s making me work so much harder to keep track of our spending and goals month to month.. :( I wish it was real life to start over from a clean slate/budget every month but that’s not how it works!
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Adam Simmons
This is an absolute requirement for managing a budget. I have to use another app for this reason making this tool almost useless.
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Rachel McCauley
Adam SimmonsOut of curiosity, what app do you use? I cannot believe this feature isn't available on a major player in the budget management space. I left Quicken because I assumed (wrongly) they were the only app that didn't have a rollover feature. I was so frustrated and alas, here I am, still frustrated.
Would love to know what solution you've found. First app I find to do this and I will absolutely leave Rocket Money.
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Adam Simmons
Rachel McCauley I have not found a good budget tool either. I currently use a custom spreadsheet that I setup. It's the only way I found to automatically adjust the budget while providing the flexibility to plan categories as I see fit. Something so simple yet eludes developers of budget apps. If I wasn't so busy, I'd write my own app. Maybe I will when I get tired of it enough.
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Rachel McCauley
Adam Simmonsim exploring other apps. Will let you know if I find one that has this feature. You’re right. Seems so simple. I’d trade the ‘cancel your subscription’ feature for rollover capabilities any day.
This is a known issue. So frustrating.
Summer Jordan
Looks like this feature request has been open for quite some time and that is really disappointing. My sub ends in a week and I'm afraid I'm going to have to cancel given this feature is missing and it is crucial for managing a real budget. Budget categories are not all static from month to month and many of us plan for the year
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Carla
Snowball form in budget for paying down debt from numerous accounts payable. Allow priortization.
Daniel
Merged in a post:
Roll Over Budget
Claire von Rohr
Hello! I would like to be able to roll over an existing custom budget's leftover funds from one month to the next, and so on. For example, if I budget $20 for coffee one month and only spend $10, I'd want my next month's budget to reflect $30 automatically. It would be helpful if, when you click on a budget item, you could view details about the money that has been rolled over.
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