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Budgets made "annual" should have an option to don't be "distributed" over months

Budget Flow✨ Small Improvements

Currently, if we will make a Budget that is annual, like lets say Books with $1000 yearly. Setting the app to a specific month, will distribute the $1000 evenly on 12 months, showing that we have $83 to spend this month.

But I don't think it's right thing, because now if I will spend $100 on books this month, it will show me that I am under the budget - but I am not, cause this is a yearly budget and I can spend $200 one month, to then not spend a penny next month etc.

I am not sure how to treat other "non monthly" budgets in this case tho, but I would love being able to disable the evenly distribution of budgets that are longer than a month.

Posted by Rafal ·
3 comments

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Comments3

  • Flor Holvoet

    •

    Mar 23, 2025

    Similarly, when using a one-off budget (e.g. on a holiday / trip) the budget period should be fixed as well.

    Right now, they are also recalculated depending on the selected period, which is completely wrong when tracking your budget for a two-week holiday for example…

  • moneytracker2948

    •

    Jan 22, 2025

    it can go both ways. If I spend my $800 every 6 months on insurance, it can either be distributed or 1 time. I prefer to put my expenses 1 time to sync with my accounts.

  • Alex Fürstenau

    •

    Jan 5, 2025

    I have a similar case regarding public transport. I want to set up a yearly budget for public transport expenses but the expenses are not evenly distributed over the whole year. In Some months I don’t have any expenses at all, in other months I exceed the average expense.

    Some sort of indicator/forecast whether I will manage to stay under budget until the end of the year/timeframe would be great.