Home›Forums›CalendarBudget Support›Entries disappeared›Re: Category Setup – Subtotals
mmckeaneyOn the Category Setup window, I’d like to see income categories separated from expense categories, with a subtotal underneath each set of categories. This would allow you to confirm if your overall budget is balanced.
Eric Poulin2026-01-03T12:15:13-05:00
Eric Poulin2026-01-03T20:30:37-05:00
Eric Poulin2026-01-03T23:39:35-05:00
Separating income and expense categories in budgeting software is crucial for accurate financial tracking. By distinguishing between these categories, users can better visualize their financial health and make informed decisions about spending and saving.
For instance, users can create distinct categories for different income sources, such as salary, freelance work, and investments. Similarly, expense categories can include essentials like housing and groceries, as well as discretionary spending like entertainment and dining out, allowing for a clearer overview of financial flows.
Subtotals play a vital role in budgeting as they provide a quick snapshot of financial performance within specific categories. By implementing subtotals, users can easily assess whether they are staying within their budget limits for each category, making it easier to identify areas that require adjustment.
For example, if a user sees that their total expenses in the "Dining Out" category exceed their budgeted amount, they can quickly decide to cut back on restaurant visits for the month. This proactive approach helps in maintaining financial discipline and achieving budgeting goals.
Improving user experience in budgeting software involves making features intuitive and user-friendly. This can include streamlined navigation, customizable category options, and easily accessible reporting tools that enhance the overall budgeting process.
For example, CalendarBudget could implement drag-and-drop functionality for category management or offer templates for common budget setups. Such enhancements not only save time but also encourage users to engage more deeply with their budgeting practices, leading to better financial outcomes.
Community feedback is essential for the continuous improvement of budgeting software. Engaging with users through forums allows developers to understand their needs and challenges, leading to more effective updates and feature enhancements.
For instance, if multiple users request the ability to separate income and expense categories, this feedback can drive the development team to prioritize this feature in their next software update. By fostering a collaborative environment, CalendarBudget can ensure that its software evolves in line with user expectations.
