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Clarify Add Transaction Sign Change & New Budget Rollover Setting

Feature Request

I noticed an update on expense categories being automatically negative. but colors for expenses still remain green which is confusing especially when compared to how it was before where expenses (negative numbers) from a category were grey and incomes (positive) were green.

also im unsure if this is supposed to be like this but rollover balances from the previous month on categories remain unaffected by transactions/incomes which is unfortunate as I use them like envelopes. this means that if i have $50 in a category to spend from the previous month and i create a transaction of $1. the balance shows up as -$1.00 / $50. Is there anyway that the $50 can be affected by the transaction so it shows up as $49?

Posted by Elmer Martinez ·
4 comments

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Comments4

  • Mike

    Team•

    Jul 3

    Hey Elmer!

    Thanks for all those details. I’ll try to respond to them one at a time:

    1) Potential expense bug - You are right that expenses should still show up as a negative and remain black on the transactions page. We did roll out an update to automatically change amounts to negative depending on what category was selected, however you still have the ability to override that before the form is submitted for transactions like refunds. The helper text that says “Use negative for expenses, positive for income” should still be correct even with the automatic help the form now gives. This one could be a bug but I’m not able to recreate it. Can you confirm that your expenses are being submitted as negative numbers in the add transaction form?

    2) Manual Budget Rollover - Hopefully I’m understanding your request on this one but let me know if I’m not. The “Budget” tab should allow you to do this currently. You can enter the updated amount in the current month or future months manually.

    3) Additional Rollover Setting - We currently offer the ability to carry over the amount depending on if it is overspent or underspent to the future months budget amount. So, if you want the full underspent balance from last month to be the full balance for next month, you could just leave that future month blank on the “Budget” tab and then the full underspent amount would be the balance for the future month. Does that handle what you were trying to do?

    As this may include some bugs I’ll reach out to you directly via email to get more information.

    Thanks again!

  • Elmer Martinez

    •

    Jul 2

    a better way to phrase part of the original post is that I want category balances from the previous month to become the next months actual balance so when i update with income or expense to that category it affects the actual balance. This option could be put in the rollover settings in the budget section. Please and thank you.

  • Elmer Martinez

    •

    Jul 2

    also an option in rollover settings to manually rollover from last month because sometimes i create new categories and forget to turn on rollover for that category and the next month comes and the balance is empty. thanks again

  • Elmer Martinez

    •

    Jul 2

    I also forgot to add that instructions for transactions still shows “Use negative for expenses, positive for income” which isn’t correct for expense categories and becomes confusing. I personally was ok with typing in a negative for each expense for expense categories and am still ok switching to default negatives but please make it a little more easy to use and retain the ability to use expense categories as envelopes like in the FAQs. Thank you for your work!