“Freeze” past months’ budgets
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A
Aaron
I am requesting that, when you change a budget amount for the current month, it does not change the historical budgeted amounts for past months. Often times, budgets need to be different from month-to-month, and currently it’s impossible to see what was budgeted in past months. It actually gives you incorrect information currently, because it compares past months’ spending to the current month’s budget.
O
Olivia
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This feature is now available in Copilot's new Budgets 2.0 update! You can learn more about how to use this feature here: https://intercom.help/copilotmoney/en/articles/6206293-editing-budgets-by-month
O
Olivia
Merged in a post:
Re-Balance Budget
K
Kyle Mathis
Would be great to be able to re-balance the budget automatically for months that have already passed.
S
Sarah
Merged in a post:
Option for rebalance accounts to not persist to the next month
J
Jesse
For example, I rebalanced for January but February rolls around and I’d like my old numbers back
S
Sarah
Merged in a post:
Monthly Budgets
C
Christopher
It would be nice to set different amounts for each Month / Categories
S
Sarah
Merged in a post:
A way to be able to see previous months budgets, and to also be sble to plan the next months budget before the first of the month. Budgets are often different month-to-month.
J
Jordan
S
Sarah
Merged in a post:
Adjustable future budgets
S
Sarah
I would love to be able to adjust my future budgets - for example $500 for travel this month but then $200 for the next 3 months.
S
Sarah
Merged in a post:
Set next month budget ahead
N
Nate Staley
Be able to look at next months budget ahead and adjust categories to balance to your average monthly income. Include all recurring expenses already preset.
S
Sarah
Hi Nate! Thank you for your feedback. We have another feature request for freezing monthly budgets, so that you can create new budgets for the following month. I will merge this request with the existing one for tracking purposes.
Regarding recurring expenses, those are already included in future expenses based on the Recurring settings. Thank you!
S
Sarah
Merged in a post:
Preserve historical budget data for a category
Avneesh
For example: Let’s say my Food budget is $500 in March, and I spent $475. I lower it $400 in April. I would expect Copilot to remember that in March my budget was set at $500, and that $25 rolls over into my new $400 budget in April. In the spending graphs, it should show that my budget was different than in March vs April, so that if I spent $450 in March I’d be within budget, but spending $475 in April I’d be outside my budget
S
Sarah
Merged in a post:
Fixed total budget amount
B
Bailey
Please allow for the total budget amount to be fixed into place, so I can then rebalance all of my budgets around a total number I don’t want to exceed across all categories. Also, please allow the option to adjust budgets on a month to month basis and not effect past budgets/spending thresholds. For example: In December I budgeted a $300 plane ticket, but in January I am not flying or traveling, so my January Travel budget can be $0. I want to be able to reallocated my total available budget on a month to month basis as my spending and priorities change.
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