wish: Combined budget for all categories

Bug #2018162 reported by WRICHIK BASU
24
This bug affects 4 people
Affects Status Importance Assigned to Milestone
HomeBank
Confirmed
Wishlist
Maxime DOYEN

Bug Description

I manage my budget by fixing a monthly ceiling for the total amount that I can spend, across all categories. The amount that I spend in a particular category doesn't matter, but the total expenditure in a month should not exceed the specified amount in the budget.

In your application, however, I can set the budget for particular categories or subcategories, not for all categories combined. It will be helpful if I can add a monthly budget for all the categories.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I keep this open for a while to see if others have this need as well, as this is unusual.

Changed in homebank:
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen)
tags: added: budget
Maxime DOYEN (mdoyen)
tags: added: data-structure
Revision history for this message
Pierre-Louis PAUGAM (pierrelouispaugam) wrote :

I'd like something like that but not only for "all categories".
I'd like to be able to create a monthly budget and assign multiple categories and/or subcategories or even all categories if needed. Idealy with a checkbox style form.

Revision history for this message
Luis Blanco (luislblancod) wrote :

I think this would be very useful.
Pierre-Louis' idea is good, that way you could make "combined budgets", e.g., grouping a series of categories that one considers "essential" (rent, food, water and electricity bills...) and assigning a budget to them, then create another group of less important categories and do the same, etc.

Revision history for this message
Fede (fedeleb) wrote :

I have recently started using homebank, and I miss this option. I come from MoneyWiz and Firefly III, in both of them you can create a budget that shows the sum of one or several categories.
I find this option interesting and necessary.

Revision history for this message
Flip Flop (flzox) wrote :

I have the same kind of request.
I use tags to manage budget for some categories. It would be convenient to have the choice to set budget by tags for exemple

Maxime DOYEN (mdoyen)
Changed in homebank:
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.9
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.9 → none
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