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Auto populate expense amount

Feature Request

I am wondering if there is a way/it would be useful for the total amount to auto populate with the amount we have set in the budget and then we can change it? It may not make sense if it is a line item that you budget for the whole month (like groceries) but many items are one offs. That could just be a personal preference of mine though!

Posted by Jody Warrack ·
Status: Completed3 comments

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Comments3

  • team@waypointbudget

    Team•

    Sep 23

    One heads-up on your Fido example: in your budget If Fido has been a different amount every month, it will stay blank until two matching amounts are typed in by hand. Your fixed monthly expenses already fill in today.

  • team@waypointbudget

    Team•

    Sep 23

    This is now live! Pick a payee from the suggestions under Description and the amount fills in with what you paid last time, as long as your last two entries for it were the same amount and the newest one is from the last 45 days. Fido, rent, a gym fee will fill in; groceries and gas stay blank. It only ever fills an empty amount box, and the value comes in selected, so one keystroke replaces it if this month is different. Works in the quick-add row and in Add Transaction.

    One more thing, since you mentioned one-offs. When a payee has been the same amount every month for three months or more, the save toast now offers "Repeat monthly". One tap turns it into a repeating expense and we add it for you from then on, so you stop typing it at all. Closing the toast without tapping keeps it quiet for that payee.

    Thanks for the nudge on this one, @Jody Warrack :).

  • team@waypointbudget

    Team•

    Sep 15

    Thanks Jody. Prefilling from the budget would misfire for most categories, like you said, so we would not do it that way. What we are looking at instead is remembering the last amount for a payee. Pick "Fido" from the suggestions and the amount fills in with what you paid last time, but only when it has been the same amount before. Groceries and gas would stay blank.

    Would that work for your use case?

    P.S. Also, if Fido is the same every month, adding it as a recurring expense under Expenses will create the transaction for you automatically.