New Budget with Existing Category Balances

Question

Hello everyone! I'm brand new to Quicken and coming from Everydollar. I have set up a new budget in Quicken using the Windows version. In Everydollar, for last month, some of the categories had negative or positive balances (from amounts that were rolled over from previous months). How can I set up a new budget and reflect these rolled over amounts without ever having used Quicken before?

timandmelinda · Answer

Thanks everyone! This solved my issue!

UKR · Answer

You can always go into the January column of your annual budget view and set the starting rollover amount for this year in there. That makes the number roll forward to all months and, if you have actual transactions for this year in your data file, their amounts will add into the calculation and give you updated rollover amounts for each month.

timandmelinda · Answer

@Chris_QPW Thanks for the detailed response! I get how I can go forward, but how can I work backwards? Can I start a budget with existing rollover amounts? So can I put a negative amount in the Rollover edit?