planning and rollover amounts

Question

I use this feature for my budgeting.  Is there a transactional process for moving rollover amounts between spending categories (e.g. - I have more than I need in Category 1 but not enough in Category 2 so I want to shift money around). I have a vague recollection in past versions of Quicken that there was a transaction you could enter that would move rollover amounts between categories. The only way that I see to do this now is to manually edit the rollover amount for the spending category on the planning tab.

Chris_QPW · Answer

I was referring the the fact that you seemed to have a way to do it with editing the rollovers, but didn't like that Quicken didn't make it easier.  That is actually a new way to do it in comparison to what others have suggested.

I don't know where the old posts on this are (years old), and I never studied the details, way to complicated for me, especially since I'm not interested in it.

One was about using split transactions to transfer amounts between categories.
The other I believe used Savings Goals.

DougMacMillan · Answer

What are the workarounds that have been suggested?  Not sure what you mean by "it is up to you to do it".

Chris_QPW · Answer

What you are talking about is what is called "envelope budgeting".

Quicken has no support for that.  A couple different workarounds have been suggested (both of which seemed very complicated to me), but the bottom line is it is up to you to do it.