Set a monthly budget amount for a group, not just a category
I was hoping to create a budget amount for a group, that would include many categories. for example: one category in ‘the group’ may be dining out, the other personal care, the other clothing. I have $500 to spend between these 3 categories, but maybe one month i want to buy more clothes and not dine out. I want to track the categories, but be able to choose how much I spend in each one depending on needs in that month. can you do this?
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Comments4
team@waypointbudget
Jul 25
Good news @Kristin Gyuran, sorry this took so long! It was a little more complicated than we had anticipated haha 😅 but this is live now!
You can set one shared monthly budget for a group (like $500 across Dining, Personal Care, and Clothing), and every category inside still tracks its own spending. Spend more on clothes and less on dining one month and it all comes out of the same $500.
Would love to hear how it works for you once you've tried it.
team@waypointbudget
May 3
Moving this to planned. I'll let you know once I discuss this internally and we have a game plan ready on how to roll this out properly. Thanks for the detailed example, really helps us scope it right :)