I’d love it if rolling budgets simply kept a tally of the current budget balance, adding the budget amount each month.
Say I have a rolling budget of 50 for books but spend 120 in the first month, I would like the month 2 budget to start -70. Assuming nothing was spent in month 2, month 3 would start -20 and so forth. Thus, again assuming no book spend, month 4 would start 30 and month 5, 80. A 30 spend in month 5 would leave 50 to carry forward to month 6.
That’s how I expected a rolling budget would work but overspending doesn’t seem to carry over.
I’m not sure if this is a bug report or a feature request as the documentation is unclear.
thanks for posting in the community!
I’d say a bit of both - we didn’t plan for overspending when releasing the feature, but this is something that can be looked into.
Has anyone else had this issue?
Well, I tend to go over budget sometimes and have to just accept it but I like this idea a lot as it would work for a monthly budget for annual expenditure. I’m for it
Same issue overspend doesnt carry over but definitely should be an option along with rolling budgets being able to be carries over for specific categories not just a global toggle. Entertainment i want rolling budgets but for rent or groceries i want a hard budget.