Budget: Parent rollup and non-discretionary expense grouping
Ok. This topic has been around for years. Issue is subcategories and parent category both have actual amounts. The detail budget view cannot in all cases reflect the correct rollover amount in the YTD column. It appears to omit some/all of the amounts posted to the parent category. I understand and can see that in Personal Expenses there is an "other" subcategory that can be selected which will capture the amounts posted directly to the parent category to enable the program to compute the category YTD rollover correctly. There is no such option that I can find in the Non-Discretionary section. How do I get the non-discretionary parent rollups to "foot"?
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