Automatic/scheduled "deposits" into EEBA "envelopes"

  • 18
  • Idea
  • Updated 8 years ago
  • Implemented
I'd like to see the ability to specify dates where an automatic "deposit" is made into specific envelopes. i.e. Every 1st of the month, we deposit $100 into one envelope. On the 15th of every month, we deposit $200 into another. This can be automatically set within EEBA so that they are deposited into each folder on their specified dates without us having to enter them manually - if we know that that is what we allocate every month.
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takabanana

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Posted 10 years ago

  • 18
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cmchien, Official Rep

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@takabanana, thanks for the suggestion. This is a planned feature. We plan to take the Remembered Refills feature and add the ability to schedule them to automatically occur.
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Val

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How about making a scheduled income to be split into a few envelopes? Like say I get $1000 fortnightly so I want $200 to go to my 'grosery' envelope, $300 into 'bills' and $500 into 'savings'. It would be good to have 1 split transaction rather then 3 separate ones. It makes it so much easier to see the total of the 3 subtransactions and match it to the income number in the software I use locally on my laptop at the moment.
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cmchien, Official Rep

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@val, currently you should be able to use remembered refills on the website to do what you are looking for--with the exception of it being scheduled to automatically post. When you Add Money, you create a single Income transaction and a number of splits. The total is displayed as well. Let us know if you can't find the functionality.

And an update on this functionality. We have made a bit of progress and have a version in testing that has scheduled future expenses, although we haven't carried this through to remembered incomes yet. Look for scheduled expenses in a few weeks.
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Chi-En Yu, Official Rep

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Official Response
With yesterday's web release, you can now create a Scheduled Income or a Scheduled Distribution (Plus/Premium). Both allow you to specify rules for distributing your money into your envelopes. You can tell EEBA to automatically post them on certain days of the month, or every two weeks, etc. I hope this helps you!

Recurring expenses have been available for a while, and they've now moved to Scheduled...Expense.