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How to delete rollover of budget transactions from prior years

jamihagsjamihags Member
I bought this program strictly for budgeting purposes in January. I created a budget for 2020. In the upper right hand corner of the Budget tab, it has shown a negative five figure value that fluctuates since the beginning of the year. I am on budget and should not have a negative value up there. I never created a budget for prior years, but it appears to have automatically fed my budget into 2018 and 2019. How do I delete the rollover from prior years? I just want it to be for 2020 - nothing from the past.

Answers

  • jamihagsjamihags Member
    BTW I'm using 2020 Mac, not Windows. I read on here to
    -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
    I do not have Annual View - Filters - option to Edit rollover figure.
  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello @jamihags

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    At this time, the Mac budget doesn't support rollover amounts.

    May I ask what date is in the "Budget as of" box on the budget home screen?

    Please let me know!
    -Quicken Tyka
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