Set a budget for a year
under review
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Sarah Keith
I would love for certain categories to be able to budget an amount for the year, rather than inputting month by month.
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Din from Lunch Money
under review
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Grant Greaves
Din from Lunch Money - so not only is this not implemented (as promised) - but it's not even planned?
Din from Lunch Money
Hi, Grant Greaves!
This feature was explored during the early development of our new budgeting tool, yet was deferred for a future release. With the new budgeting feature now released to everyone, we will revisit this request to evaluate the technical approach for implementation. Many highly-requested features were included in the initial release, and this remains a highly-requested feature that we hope to implement in the future!
In the meantime, while setting a category's budget for a year is not explicitly supported, you can achieve this by enabling the "rollover to the same category next period" option, and in the 'Reset balance to' field, set the total that you want to budget for the year (i.e. $1,000) with the date set to the first period of the year. This will set the 'Available' amount for the category to that amount, starting on the set date.
You can also utilize the Notes field for the category to add a personal reminder explaining what the Available value represents, and when you should reset it. To reset the 'Available' amount once a year, you can use the Balance Adjustments feature.
Hope this helps! 🙂
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Grant Greaves
Is it possible to get an idea what is being implemented for this as it has been "In Progress" for a while now?
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Sam
If we could use the budget to choose which ones are monthly budgets vs yearly (which could then suggest the equivalent monthly split) this would be great
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Nora Curti
I would like to see an integrated annual and monthly budget. Right now to have both I have to set up two accounts, which is inconvenient because I have to bring in transactions twice. It would be great if I could have monthly budgets set up while also having a larger annual budget set up so that I could see how my monthly budgeting is progressing in relation to my annual goals.
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Michael Corbett
Beta: I really miss the feature that allows you to copy a previous periods budget or actual amount using one-click. With that, it takes about 2 minutes to create my budget each month. The new beta budget seems to be missing this and makes it more cumbersome.
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DK
Michael Corbett isn't it here?
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Michael Corbett
DK I like the current layout where you see all the categories at a glance, including last months budget and actual. Then you can pick whether to copy budget or actual to the current month using the link (underlined orange values here). One-click (per category). It would be even nicer if you could see/switch to the same period last year as well.
Din from Lunch Money
The new budgeting feature completed alpha testing and is now available in the Beta Testing Program, open to both trialing and subscribed users! 🎊
The new Budget page supports yearly budgeting, custom budget periods, zero-based budgeting, improved support and logic for carryover and allocation pools, and more!
If you have any feedback to share with us, feel free to reach out in the beta testing channel on Discord, or open an in-app feedback ticket via the 'HELP' menu. 🙂
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Coen
Would be great for me! Looking forward to the new version!
Jen from Lunch Money
in progress
The new budgeting feature within Lunch Money, which supports yearly budgeting, has officially entered alpha testing! Stay tuned for more updates!
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Shannon Freeman
Jen from Lunch Money Glad to see that this and zero-based budgeting are in alpha testing. Until they're available, I can't move from YNAB. Is there a way to sign up to be notified? And will I be able to sign up for a second 30-day trial? I won't be using the trial I JUST signed up for because these two features are essential for me and my family.
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Jen
Shannon Freeman Hi Shannon– upvoting this feature request will you keep in the loop! And yes, you can start a new 30-day trial anytime! Cheers!
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Boele
You can already do this.... Via the little arrow behind the budget.
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Jose Simon
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