New budget balances for next year

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sbrown1185
sbrown1185 Quicken Windows Subscription Member
edited October 2022 in Budgeting and Planning Tools (Windows)
What happens to the final amounts for each category in 2022 when I create a new budget for 2023? Does the excess amount not spent just go away or does it carry over?

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    That depends on how you create the new budget.
    If you just extend the existing budget into next year, rollover amounts roll over to next year.
    If you create a new named budget table, you start from scratch.
    To extend the existing budget table to next year, go into the Annual view and click the ">" button next to the year and you'll be prompted for options.

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