Add allocation from dashboard
Would be very cool to add an allocation right from the dashboard. When we see that something is ‘unbudgeted spending’ but should really just be a new allocation, I would love to add that in context. For me, it’s helpful not to have to remember the amount my new allocation should be when switching tabs.
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Comments2
Rebecca Smith
Apr 26
This seems great! I’ll let you know when the month rolls over how it goes :) Thank you!
team@waypointbudget
Apr 24
Hey Rebecca, we just shipped this!
On the dashboard's Unbudgeted Spending section, each row now has an inline + Allocate to budget link.
Tapping it jumps to the Budget page with the category and the spent amount already filled in, so you don't have to remember the dollar figure or hunt for the category, just review, tweak the recurrence if needed, and save. Once saved, the row disappears from Unbudgeted Spending automatically.
Uncategorized rows get a Categorize transactions link instead that takes you straight to the filtered transactions list.
Let me know what you think, or if you run into any issues.