Subcategories
M
Misty
I would love the ability to further micro manage my spending with subcategories, especially with the bills category. For instance I pay child support which technically is a bill but because it is a huge part of my spending it is currently it’s own category. Same with rent. It would be nice to put all things like this into the bills category then be able to drill it down further if wanted or needed.
Juliet
Merged in a post:
Sub-categories
C
Carrie
I would like be able to create sub-categories under a category.
B
Brian
Lack of this basic functionality will lead me to cancel my account. I'm commenting here so I can track future updates but for all the gee whiz that RocketMoney is, not having subcategories is pretty unforgivable. "Bills & Utilities" and similar groupings are black holes. Adding more specific categories is ok but then leads to an endless list of Categories to scroll through repeatedly. Allow me to create an Auto category then add Payment, Gas, Insurance, Maintenance, etc as subs. I can collapse the main to make scrolling easier then expand the main to select an appropriate sub-category. This omission is pretty ....well, I'm dumbfounded.
Juliet
Merged in a post:
Subcategories
L
Lydia
I am surprised that subcategories is not a feature. I believe this is necessary to have a full financial picture.
Juliet
Merged in a post:
Sub Categories for Transactions
A
Anna
Maybe this falls under "tags" (which are not available on the PC), but having sub-categories or the ability to split categories is super-important. For example, just having an "Auto & Transport" as a one-all is not helpful, but if that was the category parent and beneath it you could add "Gasoline," "Repairs," "Maintenance," etc. it would be extremely helpful.
Juliet
Merged in a post:
Urgent need for sub-categories
A
Adrian
Add the option to create at least one if not two subcategories so you can have greater details - a single category is almost useless when trying to accurately review spend.
Juliet
Merged in a post:
Need to be able to break things down and view in smaller categories - as well as customize how you view reports more easily
J
Julia
Need to be able to break things down into smaller categories - and be able to export way easier to excel. When you can't isolate information and view in specific ways, this system becomes useless.
C
Coleman
Yes, please! I'd like to group some of my items into "BUDGET GROUPS" - broad sub-categories, ie "fun money" or "college expenses", so I can see the total impact of those spending choices together, and can view the total amount of those categories as one number.
Juliet
Merged in a post:
Add sub categories for expenses like mint.com
M
Masood
we should have sub categories like mint.com had. before it was shutdown. that was the most important feature for me.
Juliet
Merged in a post:
Subcategories !
R
Rick
Subcategories !
Z
Zach
Would love this too. I have certain things which are "bills", like student loan payments, personal therapy (I consider this a reoccuring expense, like a bill). They are technically "Utilities and Bills", and I'd like to be able to track my spending monthly/anually on these specific subcategories, but also not have them weigh into my monthly "spending".
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