Budget “Template” in the new mobile experience
Good day everyone,
I used to follow the “budget template” paradigm. I’d go through each category, set goals (targets now), and then look at the Quick Budget amounts for how much it’d take to fund the entire budget each month. Compare this to my anticipated monthly income to determine if I needed to dial back goals/targets, or if I potentially had more money I could represent in my targets. Quick budget doubled as a tool to see the sum of all of my targets and determine if they were realistic compared to my inflows.
Now, though, there’s not a way to see the sum of all of my targets, so I’m not sure how realistic my targets are without breaking out a spreadsheet and calculator: the precise thing I’m trying to avoid by using the software.
Is there any chance this feature could make a return? I just need to quickly see how much I’m targeting in a month to ballpark whether it’s within my means or not to fulfill all of those targets.
Brian As of now, those budget-wide Quick-Budget options aren't available on mobile, though you can still access them in this way on the web! And it's true - we are working on ways to bring some of this information back! If you'd like to reach the product team directly to chat about your workflow, here's where you can do that.
This information is still available on a category-by-category basis on mobile. Additionally, the Auto-Assign option uses the same logic as underfunded. When you have funds Ready To Assign, click Auto-Assign and you'll see an editable preview. I know this isn't exactly what you're looking for, but I hope it clarifies things a bit!