I would like my 2014 budget to start at zero (no carry over from 2013) and then rollover the monthly balances every month till 12/31/2014. Then re-set to 0 and so forth...
Can't figure out how to do it. Any ideas please?
Quicken user since Q1999. Currently using QW2017.
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I also would like the ability to transfer some or all of a rollover balance from one category to another, within the same month. If I'm overbudget on gifts but underbudget on entertainment, and both use rollover, I can move some of the available balance in entertainment to supplement gifts, without changing the net budget amount.
I'm starting my first Quicken budget (for 2022). Seems that the best practice is to disable rollovers. For now, that's what I'm going to do, anyway.