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Planned

New numeric Budget Reports

Can I propose giving users an option to switch from current "progress bar" budgets reports to new numeric budgets reports


The new reports would use existing numeric fields (BUDGET , USED , REMAINING) but shown for each Budget line.  

For Example:

GROCERIES (Year totals)
==============
BUDGET v USED = REMAINING +\-

PETROL (Year totals)
===========
 2015 BUDGET v USED = REMAINING +\-

The year totals could then be drilled down to show monthly / weekly totals and transactions. 


The drill down could also toggled to show cumulative (Rolling or carried forward) monthly / weekly totals.

Budgets are typically set for the year ahead but monitored monthly or weekly and I believe this type report would provide abetter fit this and would also highlight where over / under spending were occurring more easily.

Ps.s Ideally the weekly / monthly planned budgets could also be edited for one off or periodic costs such as insurance. 

1 Comment

Hi Steven, 


Thank you for this post. We do have this planned for future versions, so ideas are more than welcome. 

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