Calculate categories based on percent of total yearly, monthly, and individual transaction income.

Preferably to be able to auto-transfer funds based on percent of income. (Not sure if Plaid supports transfers though)

I’d love if the average monthly income were calculated and displayed (with the ability to omit one time transactions) to make it easier to know what to set your budget at. The app seems somewhat silent on the income side of things. It will let you budget more than your income with no warnings or suggestions to the contrary.

It would be great to have a budget setting tool that shows you your income (average or manual set) and the dollar amount/percentage of your budget being used. Also have a remaining amount to see what is left after your categories (savings rate). This would help give a clear monthly total and budgets.

This can help set expectations, adjust future budgets and see your plan without rollovers or spending.

Hello,

I would like to see if you guys would be able to input budgets based on percent of income? I like the idea of being able to scale your budget on what you are actually able to afford from your income.

Example: Income is $100 budget for food is set at 10% so category would be set for $10.

Having the ability to adjust your budget all based on percentages is needed. i.e. when your income fluctuates every month, you would still have a percentage of that income going to each category. For example, income one month is 5k so 10% of that, $500, goes to savings. Next month you have 6k income but still have 10% to savings so $600 goes to savings. This dynamic ability to change budgeting based on income transactions is something I would love to have.