Annual budgeting

Meg Nester

April 16, 2026 14:08

Maybe a feature for annual Items (every April is my college’s fundraiser, May is when my vehicle registration is due, Sept is our city-wide nonprofit fundraiser, etc). Either a reminder or it auto populates kind of like when you create a new budget for the month and it pulls over what was done for the prior month.

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  Ted Moroz

  April 22, 2026 22:04

  I agree and would use this feature. Today, I am basically tracking these items in Misc. But having the ability to maintain a list of quarterly / semi-annual and annual items that adds to the correct monthly budget when Its copied from the previous month would be perfect. 

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  Kevin Taylor

  April 25, 2026 14:29

  I'm with you on this one. When trying to budget for yearly and quarterly expenses it becomes laborious because I have to break things down into biweekly increments, since that is how I get paid. Being able to put an item on a future months budget, then work backwards with monthly totals would be a big help. This would also apply to funding for that bill, that way I can see the progress that I'm making towards that bill.

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  Dwight Parker

  April 28, 2026 02:57 Edited

  I have set up a fund for these type of items. I call this fund “Annual Expenses”. I just added up all of the expenses that I am charged on an annual bases (could be quarterly or other), divided that total by 12, and then made that number my monthly budget for the fund. Some months I don't have any expenses against that fund, but other months I have several. This helps me allocate monthly for the things that hit annually.

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