Rollovers

John@42
John@42 Member ✭✭
edited February 2023 in Budgeting and Planning Tools (Windows)
How do I get a Budget report that includes ROLLOVER monthly amounts?????

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Unfortunately, there are several inconsistencies between the budget views (even just between Graph and Annual) and the budget reports; rollovers are one of these.  Rollovers aren't supported in the budget reports.  It also doesn't allow for including the reminders for future "actuals".

    Basically, the budget reports were created like all the other reports where they are to show you what has already happened, not predict the future.
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