Rollovers 2.0
M
Matthew
For example: ability to manually input the rollover amount - i.e. reset the rollover to a non-zero number, manually adjust rollover start dates for individual categories
O
Olivia
Merged in a post:
Set different rollover start dates for each enabled category
O
Olivia
Allow the ability to set different monthly start dates for rollover categories.
S
Sarah
Merged in a post:
The ability to time box rollovers
T
Taisia
I don’t like that my rollovers include months from last year. Being able to set my rollover per calendar year would be a good start on making this feature more useful.
Example: Since my “shopping” category is really high in December, it affects my rollover late in the early months of 2022.
O
Olivia
Merged in a post:
Rollovers by year
S
Sydney
Would love to be able to limit the dates for rollovers to be on a yearly basis. I.e. from Jan 2022-Dec 2022 my budgets rollover but then Jan 2023 starts fresh with my new planned budget.
S
Sarah
Merged in a post:
Set initial dollar amount when configuring roll-over categories
M
Marci
I wish that when I am choosing categories to use the rollover feature, instead of having to choose some month to have it had started at- to category by category set what the starting dollar to be. This is useful for being able to track some of my savings goals for like travel or furniture that I was doing before I started using copilot
O
Olivia
Merged in a post:
Set Starting Amount for Rollover Budgets
O
Olivia
Allow for budgets with Rollovers to have a set starting amount.
"I want to have a budget called spending cash that has $150 a month contributed to it. I also want it to start with a balance of $500.
So for example, I want the balance at the start of May to be $500. Then at the start of June I want it to increase to $650. If I were to spend $50 in May, my June starting balance would be $600."
S
Sarah
Merged in a post:
Custom rollover start date for individual categories
Andres