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

Donna1907
Quicken Windows Other Member
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.
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Best Answer
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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
Make sure to sign up for the email digest to see a round up of your top posts.5
Answers
-
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
Make sure to sign up for the email digest to see a round up of your top posts.5
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