Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
How do I keep unused or overspent budgets from rolling into the next budget year?
reaserrl
I want to zero out and not rollover from Dec 2019 to Jan 2020, but want to rollover through 2020.
Find more posts tagged with
Budgets
Accepted answers
Scooterlam
To delete a year-to-year budget rollover....
Select "Annual View"
Select "Details" filters
In
January
, click on the link in the balance column for those categories that have the rollover icon displayed.
Edit the rollover figure
Save
Rinse and repeat for all rollover categories in your budget
Lastly, have a look and vote on this
Idea
that allow users an option to turn off year-to-year rollovers while preserving the month-to-month rollover.
All comments
Scooterlam
To delete a year-to-year budget rollover....
Select "Annual View"
Select "Details" filters
In
January
, click on the link in the balance column for those categories that have the rollover icon displayed.
Edit the rollover figure
Save
Rinse and repeat for all rollover categories in your budget
Lastly, have a look and vote on this
Idea
that allow users an option to turn off year-to-year rollovers while preserving the month-to-month rollover.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of