Re-add category to a budget, rolling existing budgets

[Adam]

Hi Yi,

I've got a problem with my budget. As default it shows me all the sub-categories (under inc., exp.) I've created. I've set the budget for one of the sub categories to 0 then it disappeared. Now I want to set it to a non-zero value, but I don't find the way to bring that disappeared category back into my budget. Can you please help me with this?

Second. I see no option to copy an already existing budget as a template to create a budget for next month. I have tens of sub categories I don't really want to set up them from scratch at the beginning of every month. Where do I find the option for this? Maybe as a rolling budget option?

Thanks a lot, I really appreciate your help!

Regards,

Adam

[Adam]

Regarding the first issue I figured I've changed the budget to Expense accidentally that's why it disappeared. Now it's ok.

I still don't find the option for the second.

A

[Adam]

Ahh I got it. If you set an income budget to zero, it'll automatically jump out of incomes and lands among expense budgets. Maybe you should fix it.

A

[Yi Lin]

Hi Adam,

Yes, as you observed, when an income is $0, it automatically becomes an expense. I agree this is slightly confusing. I will file it as a request to make a $0 income possible, by adding an additional flag that indicates whether a budget limit is income/expense, instead of relying on the sign of the number to determine its type.

Regarding the second question, there is currently no support for rolling month-to-month budget. The estimates that are generated based on your past spending may help you get started, but those numbers aren't the ones you enter on your previous budget.

Even though you can setup a one-month budget in Savings, I always recommend my users to create budget for the whole year, because some categories of spending don't occur on a monthly basis. This is what Savings is designed to do, and is why there is no rolling amount option. That said, I will file this as a request for future improvement. I can see how using the previous budget amount is useful even for creating annual budgets. 

Hope this helped. I'd love to hear your thoughts.

Yi