Is there a workaround for the lack of a rollover function for MAC users?

Rosanne134

I don't know what to do with the amount I haven't spent in October! When I was using [removed] I could rollover unused budget amounts - very handy when saving for something. Does anyone have a workaround for this lack of a very important feature? TIA

John_in_NC

I don't know of any usable ones at this time.

John_in_NC

Rosanne134 said:

Thank you - what do you do then? I am unsure how to handle the ending balances.

I personally don't do anything. Ideally, I am under budget and anything goes to being saved and the goal resets anew next month. But, budgets are personal, and what works for me isn't the best for others.

The only thing you could do is manually update the goal for the next month to include the under/over amount. Cumbersome, but that is about all you can do for a rollover at this time.

John_in_NC

I don't know of any usable ones at this time.

Rosanne134

Thank you - what do you do then? I am unsure how to handle the ending balances.

John_in_NC

Rosanne134 said:

Thank you - what do you do then? I am unsure how to handle the ending balances.

I personally don't do anything. Ideally, I am under budget and anything goes to being saved and the goal resets anew next month. But, budgets are personal, and what works for me isn't the best for others.

The only thing you could do is manually update the goal for the next month to include the under/over amount. Cumbersome, but that is about all you can do for a rollover at this time.

Rosanne134

Thanks again John, I had a feeling that I would be stuck with the cumbersome approach!