I really want to be able to track it from my payday but I get paid fortnightly so this isn’t possible for me or anyone else that gets paid every 2 weeks.
4 Likes
Revels
16 January 2023 16:06
2
Hi. If you have a search this is covered an awful lot.
This is the most popular one, add you vote below
Hi. Just started using the Budgets feature in Summary and it would really help to be able to set a budget date as “the last Friday of the month” rather than a fixed date!
Any chance of adding this? Being able to see a summary based on when the money actually comes in would make budgeting much simpler!
JIMMWX
16 January 2023 16:06
3
Hi,
@Revels beat me to it, but here are some more
Currently changing the period of the ‘left to spend’ feature sets a fixed date each month.
I would find it handy if instead you could pick a “start period date/payday & end period date/day before next payday”.
For example; my usual pay is 28th. But this month I’m getting paid on the 25th. While my pay after that is 28th again. But if I change the date for ‘left to spend’, it’ll set up to the 25th next month which isn’t reflective of this months pay period and doesn’t include later bills.
What…
Have to say I love Summary, but I really can’t understand why it’s been forced upon everyone while it still isn’t ready. Wasn’t the point of Labs to refine and improve an idea before general release, but as far as I can see very little has changed yet. Custom pay periods and direct debits in Committed Spending are basic functionality for Summary to even work properly, yet it’s been released without them. Meanwhile the overall spending target has essentially been removed for the time being.
Havi…
I’m not sure if I’ve put this in the right category but I get paid every four weeks so it would be good if I could set a custom date for the trends page rather than having to reset it manually.
I know I can set this custom parameter for budgets so seems odd it’s not available for trends
The reason I say this is because I get paid every four weeks
I think these were promised as part of The Big List, but I can still only set up recurring payments for day, week, month and year.
Unless I’m missing something, this fell off the Big List rather than being ticked off it! Are there current plans to bring them in? It must exist in the backend, because people can CASS in standing orders with 4 weekly frequencies without it breaking…
As some people get paid four weekly there should be an option to have the “monthly” reports as four weeks
Just replying to say I really want this feature too.
Another handy feature would be just starting a new period each time x amount is deposited into the bank account. So if I know my pay each month is £2210.44, I can just set that as my pay and each time that amount is deposited a new period is started.
Either or, I don’t really mind.