Budget Types
Offer 3 ways to budgets
1.Have your budgeting be a fixed annual budget and splits evenly across 12 months.
2.Have it be envelope types budgeting, giving every dollar a job. Comparable to Every Dollar or YNAB.
3.Have you fixed budgeting be be able to put in 1 off expenses in for certain months under specific catergories.
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Comments1
Mike
Aug 25
Thanks for this suggestion!
Good news on two of these: you can basically do #1 and #3 today from the Budget tab.
For #1, you’ll set an amount in any category for one month, then use "copy to future months", which appears when you hover over the relevant cell, to apply it to the rest of the shown periods.
For #3, each month's cell is independently editable if you need a one-off amount for a specific category in a specific month (like extra for gifts in December).
#2 is a bigger lift but we can definitely see why that would be a gap for people who want to have the full YNAB feel. We’ll definitely scope this out to see what it would take.
Appreciate your feedback!