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How do I keep unused or overspent budgets from rolling into the next budget year?

reaserrl
Member ✭
I want to zero out and not rollover from Dec 2019 to Jan 2020, but want to rollover through 2020.
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0
Best Answer
-
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
5
Answers
-
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
5