Why is the Rollover Balances at the end of each month feature not consistently working?

Donna1907

I have many categories set to rollover balances each month. However, many times the previous month's balance does not accurately rollover and I have to manually update the categories. This is very time consuming.

Quicken Anja

Hello @Donna1907,

Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

I recommend that you please review and try the suggested troubleshooting instructions described in this support article.

I hope this helps!

Quicken Anja

Hello @Donna1907,

Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

I recommend that you please review and try the suggested troubleshooting instructions described in this support article.

I hope this helps!