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How do you get Quicken to rollover your category balances from one year to the next?

Nina@ Member ✭✭
I use rollover balances and would like Quicken to rollover the balances at the end of 2019 to January 2020 but can't seem to find a way to do that without writing them all down and manually changing the balances in the new year.

Best Answer


  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    You can rollover from month to month, but not year to year.
  • Ricky@
    Ricky@ Member ✭✭✭
    >>>Also, If you created a new 2020 budget after 01/01/2020, then QW should recognize that you had built a 2019 budget and offer to create a 2020 budget. I tested this scenario and balances also rolled over.

    I can confirm this behavior. I created a 2020 budget after the new year from my 2019 budget and all my categories with rollovers did rollover the 2019 amounts. I found this very annoying as I wanted to start 2020 fresh. Quicken premier 2020 R24.11
  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    @Ricky@ Here's an idea thread you can review and vote on - to at least have an option to either 1. rollover the balance year to year or 2. NOT rollover the balance year to year.
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