Creating 2022 Planning Budget

Bione

I fight this every year and never remember what I did the prior but always assume there should be a simpler way. Here is what my goal is.
A. Create an identical category budget
B. Keep the same allocations. I will adjust later.
C. Keep the rollovers set the same
D. Do not carryover any Over are Under spends from the previous year. Fresh start.

In another words it is basically a duplicate. I recall from many years of doing this I could not start it until after the calendar went past Jan 1 and I still needed to clean up both the allocations and rollovers. Is there a better way ?

Scooterlam

In your 2021 budget Annual View, click the right arrow (date control) to change to 2022.  The dialog shown in the image below will give you some options for creating the next year's budget.  I believe the one I highlighted checks your boxes.

Dont forget to backup prior to this so you can restore if something goes wrong.

In terms of checking (clearing) all rollovers from 2021, I select the details view.  Then, for each category that is marked to rollover in January, I click on the balance figure for that category to confirm no rollover or otherwise set it to 0.  Next images.

You'll see that the budget and balance figures will be the same when there is no rollover from the prior December as well.