Automatically set parent category budget
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Paddy Moran
Thanks, Jen from Lunch Money! Is it possible for this to be extended in some way to allow for the parent category to change even if the parent category amount is greater than the sum of all children?
Essentially meaning the parent category would always be the sum of its children, no matter what (and maybe removing the ability to edit the parent category budget amount field so that it does not come out of sync).
Let me know if any further details would be helpful (i.e. the "why") 😃
Jen from Lunch Money
Paddy Moran: Done & shipped!
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Paddy Moran
Jen from Lunch Money: I've just had a play around with it - it's great. Thanks for getting it live so quick!
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Piotr Kacała
Jen from Lunch Money Is this live? Doesn't sum it up in the budget planning view (/budget/2021/02)
UPDATE: Oh I, see, I have to re-save existing budgets to have this effect.
Jen from Lunch Money
complete
This feature is now live!
If the child category budget is set, then the parent category budget will be set as well, unless it already exists and is greater than the sum of all the child category budgets.
Thanks for reporting & voting on this feature!
Jen from Lunch Money
in progress
Jen from Lunch Money
planned