Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
1
vote
Rollover budget: keep category "under budget" color when cumulative balance is within range
Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
1
vote
Rollover budget: keep category "under budget" color when cumulative balance is within range
When using rollover budgeting, category colors should reflect the cumulative (rolled-over) balance rather than just the monthly allocation. Currently, if a category exceeds its monthly limit in a given month, it displays as “over budget” (red) even when the accumulated rollover from prior months means the overall balance is still within the budget target.
The suggested improvement: keep the “under budget” color (purple) active as long as the cumulative rollover balance – including amounts carried forward from previous months – is still under the total budget. This would give users a more accurate and less misleading picture of their spending relative to their rollover budget goals.