Multiple Budgets
Brooke Lachowski
I have a personal bank account and a joint account that I’d like to budget for separately but on the same budgeting account.
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Sasha
Merged in a post:
multiple budgets
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anissa
Possibly a way to have multiple budgets, I have a combined budget for my bills with my boyfriend but i have my own budget for myself, it’s be nice if there was a way to have multiple plans/ budgets that are easy to switch back and forth kind of like multiple accounts. This would help a lot of people who have multiple jobs or plans that require it’s own budget.
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Sasha
Hey Brooke, Thanks for your feedback! Just to clarify, are you looking for a way to track your personal and joint account balances separately while still budgeting from both within one Budget Bestie account? Right now, you can add income at any time and allocate it to any envelopes you wish, making sure your 'you have' amount matches your actual bank balances. Would you like a feature that helps you see how much of your budgeted funds are from each account? Let me know more about what you're envisioning!
Brooke Lachowski
Sasha thanks for getting back to me! I was thinking more along the lines of like separate budgets. For example my “personal” budget is just my account and expenses, but my “joint” budget would be completely separate. Like different tabs you can have with different budgets
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Sasha
Hey Anissa, thanks for your feedback! Would love some more info on how you're envisioning this would work. Currently our users can set up as many envelopes as they'd like and then allocate money to them (budget) at any point even outside of their own scheduled budget period. Are you wanting two entirely separate accounts essentially that you can manage one set of envelopes and another in? Thanks!
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Madi L
Sasha I agree with this request by Anissa! I manage mine and my husband’s joint finances with Budget Bestie however I transfer a set amount each paycheck to my personal bank account for my own personal spending. I would love if there were a tab to shift between different sets of envelopes. This way I can have a set of envelopes for my joint finances and a separate set of envelopes for my own spending. I envision something similar to an Excel document, where there’s tabs at the bottom that can be renamed.