Rollover budgets
Melissa Henson
The ability to set monthly budgets that left over money can roll over into other months. This can help with saving for quarterly payments without looking like going way over budget when you make them, or spending money from that budget before the time comes. For us this example would be for vet appointments, insurance, oil changes. This could also have a feature that if I needed to make big payments for home repairs or emergencies, it would remove money from the upcoming months’ budget in those categories as a way to keep from overspending for the year, and keep savings on track when big expenses inevitably occur.
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Richard
Ditto. Need a YTD budget view to track expenses up against your budget for that time period. Many expenses vary by month (ie Medical, Travel/Vacation, Quarterly or Annual bills) and so seeing spend against budget for a time period like YTD is a must.
James Lytle
We're just getting started in Rocket money, and this is definitely a basic need.
I suspect they wanted to invest in more differentiating features, like "Goals" (only available through the phone app UI for some reason).
If you wanted to push this solution beyond the basic need, do something like introducing suggested ways to redistribute your budget rollover savings into different buckets based on changing priorities. Or even "roll" some of these monthly savings into that "Goals" feature.
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Joseph
I completely agree! This feature is the top of my wish list. Ive been considering changing apps because Rocket doesnt do this.
Kimber Burgess
Exactly! As a Premium Member, it's crazy Rocket Money doesn't have a roll over feature for budget categories. This is key to keeping a budget. If the feature isn't added some time soon, we'll probably find another company that does.
Tahna Hale White
Came here to say the same thing
Melissa Buchanan
Just came to request the same, this is an essential feature!
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Mark Evans
This is a really important feature to make budgets massively more useful. Many income and expense items are note equally distributed monthly across the year. Love to see it added.
Sharla Adams
Came here to add this!!!!!
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Jose Hernandez
Please add this feature! I really miss this from the old mint app I used to have!
Tyler Wolf
Please add this as a toggleable option that can be applied to any category. There are some categories that I wan to keep a running total on and not have the leftovers just go into savings each month.
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