Aggregate 'picklist' of historical budget line items and/or select and 'copy forward' feature
It would be helpful if the app maintained a cached list of all previously used budget line items. When creating a new budget and clicking “Add Items,” users could select from a list of prior line items associated with their account. Selecting an item would auto-fill the line item name, while leaving the dollar amount blank so a new value can be entered.
As an added enhancement, each cached item could include an “x” or remove option, allowing users to delete items from the cached list until they are used again in the future.
Alternatively, within a current or past budget, there could be checkboxes next to each line item. Users could select one or more items and click a “Copy Forward” button, then choose a future month. The app would create placeholder copies of those line items in the selected future budget without carrying forward the previous dollar amounts.
Another useful enhancement would be expanding the scheduling options for line items. Currently, users can select an “Available On” date and frequency. Extending this feature to support additional recurrence options—such as weekly, monthly, and annual frequencies—along with a “Repeat Every #” field would significantly reduce repetitive manual entry. This would allow users to schedule nearly any recurring or semi-recurring expense pattern with greater flexibility.
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Great idea! I had this in mind and planned to submit but searched and found your post first. I would like to see this implemented as well.
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