Can I propose giving users an option to switch from current "progress bar" budgets reports to new numeric budgets reports
The new reports would use existing numeric fields (BUDGET , USED , REMAINING) but shown for each Budget line.
GROCERIES (Year totals)
BUDGET v USED = REMAINING +\-
PETROL (Year totals)
2015 BUDGET v USED = REMAINING +\-
The year totals could then be drilled down to show monthly / weekly totals and transactions.
The drill down could also toggled to show cumulative (Rolling or carried forward) monthly / weekly totals.
Budgets are typically set for the year ahead but monitored monthly or weekly and I believe this type report would provide abetter fit this and would also highlight where over / under spending were occurring more easily.
Ps.s Ideally the weekly / monthly planned budgets could also be edited for one off or periodic costs such as insurance.
Thank you for this post. We do have this planned for future versions, so ideas are more than welcome.