View last year's data in Budgeting with rollover accounts

hopsonbiz
hopsonbiz Quicken Windows Subscription Member ✭✭
edited February 2022 in Budgeting and Planning Tools (Windows)
First, I'd like to say how pleased I was to see last year's rollover data show up into January 2022. Very cool! However, I got married at the end of the year instead of keeping up with my accounting, and now I have a problem. When I go to Budgeting, it shows me last year's budget (good) but with this year's projected actuals (bad.) How do I see last year's data so I finish working with November and December, so the numbers that are rolling over are correct?

Thanks,
Terri

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Open the budget and select the left-pointing arrow icon to navigate back to 2021.
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