Budget

Right now, categories that roll over to the general pool distort future months: at the start of a month, the full budgeted amount looks like it’s rolling forward, even though most will be spent. This gets worse in future months because the rollover accumulates and paints a distorted picture of what will actually be available. Possible solutions: Only apply rollovers (to general pool) at month transition (on the 1st). Or provide the option to do so. Separate planning vs. rollover numbers (budgets display clean, rollover tracked separately). Either would preserve accurate planning while still allowing true leftovers to flow into the pool.

Budget Presets currently need to be applied manually for each new budget period using the "Apply Budget Presets" button. Add the option to have Budget Presets automatically apply whenever a new budget period starts.

Having an option to add which budget month the transaction should go in. It could automatically show the month the transaction is in, and then if you want to change it, a drop down could be available.

Show the Accounts Overview on the Budget page to make it easier to compare account balances and the Est. Net Worth value against the budget and the Net Total Available.

Support zero-based, or the envelope method of budgeting

I plan my budget using the beginning of my monthly paycheck. I get paid on the last business day of the month, so I am never able to set a fixed date.

At the moment I'm taking screenshots of the budget table in order to print it, it would be great if print functionality were added.

On the budget page, support the option to "reset all budget allocations and rollovers to the system default". This would clear all rollover settings, all presets, and all allocations from all periods.

I would love for certain categories to be able to budget an amount for the year, rather than inputting month by month.

Just as you have average spend for the last 3months under Budgeting, it will be useful if you can have Average spend for the previous year, average last 12 months, and average 6 months.