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Ability to lock past months in the Spending Plan (edited)

CarsonTaylor

It would be great if once a month has passed I could personally lock it. For example: In December I put more into my savings goal for Travel then budgeted and it threw off the monthly plan, so I excluded it. In January I re-included it in my spending/saving plan, but now my December looks largely negative as if I 'overspent'. This makes using historical data difficult.

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Spending Plan

Feature Request

Status: Active

Comments

Dick_Davis

No only to lock on a monthly but a year basis for the transactions and such.

CarsonTaylor

As an update, I just had a huge issue with my credit card to the point it had to be deleted off the account and re-added in a different way. Because of this, all of my data has been ruined. When the transactions came back every category, tag, and item taken out of the spending plan (since I used money from savings goals), was wrong. If I was able to freeze each month or the entire year when I was done with it, new issues that arise with connectivity would only affect current months.