This article runs through frequently asked questions regarding what the budget feature can and cannot do. Most the questions listed here are feature requests that the Money Dashboard team are in the midst of looking into and not currently available. If you would like to better understand how the Budget feature works and its current functions, the article 'Understanding the Budgets feature and its functions' goes into more details. We are always keen on improving and would love to hear any feedback and suggestions you might have. You can reach us by submitting a request here.
Can I set up Budgets by my connected bank accounts?
At the moment the Budgets feature doesn't allow for budgeting by single accounts.
Can I set a Custom Reporting Period in Budgets?
We understand it would be very useful to have the option to customise reporting periods in Budgets. Currently the feature enables certain level of flexibility in terms of date range. The article - Budget Length and Custom Dates goes into more details.
Can I have budgets with savings as a goal?
At present the Budget feature only tracks spend.
We're planning some improvements that should allow the facility to track income/savings goals, as well as greater flexibility with the budget period date ranges and will keep the Money Dashboard Classic community posted when these improvements are in place.
Does the Budgets feature automatically consider payoff of Credit Card Balances?
The ability to set a budget that will automatically assume paying off all credit card balances is something that we are looking into.