"Lock" Certain Budgets from Rebalance
J
Joshua
I love the rebalance budget feature, but there are certain fixed costs each month that I don't want rebalanced. It would be great if you could designate budgets as locked (i.e., wouldn't change when you rebalanced). Thanks for your consideration!
O
Olivia
Merged in a post:
Choose categories to exclude from rebalancing
R
Ross Dodd
I usually have an annual budget for maintenance on my car and I don’t tend to want the excess in there to be rebalanced elsewhere when I click that option. This goes for a few other categories I have.
O
Olivia
Merged in a post:
Flexibility when rebalancing budget
T
Taylor
I would love to see the option to exclude certain categories in the “rebalance” feature. For example, my utilities are always a fixed cost that I don’t want to rebalance but could benefit from the option to rebalance clothes/shopping/projects
O
Olivia
Merged in a post:
Exclude categories from rebalance budget
A
Andrew
There are certain categories I don’t want rebalanced, while others are free to change. The functionality to exclude categories from a budget rebalance would be nice.
O
Olivia
Merged in a post:
More options when doing a rebalance
J
Jon
When rebalancing a budget I would like to be able to change the budget amount (up or down).
Also be able to override a specific category if I don’t want it to change or want to change it more.
O
Olivia
Hey Jon! You can change the overall budget amount by tapping on the Categories chart at the top of the Categories tab, then use the Rebalance budget option to rebalance the individual categories within that amount.
O
Olivia
Merged in a post:
Rebalance Budget Customization
M
Mike Hickman
User control over rebalancing budgets. There are some categories as sinking funds I would never want to reallocate funds whereas spending analysis in other areas would be most helpful. Either allowing the user to change your suggestions or to denote in advance which categories are sinking funds that should not be touched. Thanks! Love your product!
O
Olivia
Merged in a post:
Fixing Budgets so they don’t change
J
John
I’m trying to recalibrate my budgets, but I know what my overall monthly spending should be, as well as some of my categories. It would be nice to be able to designate some budgets as fixed (including the headline number), so that only unfixed budgets adjust when I make a change
S
Sarah
Merged in a post:
Exclude categories from rebalancing
J
Jerin
It would be nice if when you clicked rebalance and it shows you the categories and their percentage shift you could check or uncheck categories to exclude them from the rebalance and it would recalculate with the remaining categories