How do I roll over remaining monthly budget dollars month to month in the budget tool? (Q Mac)


Question for MacBook users.


  • Quicken Kristina

    Hello @BudgetMom1123,

    Thank you for reaching out to the Community. Quicken for Mac does not have a budget rollover feature. There is an idea post requesting the feature. If you would like to add your vote and a comment, you can use this link here.

    Thank you.

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • jacobs
    jacobs SuperUser, Mac Beta Beta

    I'll just add that while Quicken Mac lacks a budget rollover feature like Quicken Windows, the budget screen does allow you to see how far ahead or behind you are in your actual income and expense versus your budget.

    These columns may be hidden when you open your budget initially; if you see the column of categories and then the 12 monthly columns of your budget year, click the "<<" icon in the heading of the category column to reveal the year-to-date comparison columns. (Also, if the 2023 comparison columns are showing January to December, click the "v" icon next to 2023 to select "Budget Year-to-Date Totals".)

    While the Actual-versus-budget total can't be automatically "rolled over" into your next budget month, it does tell you how much you're ahead or behind.

    (This isn't an argument against budget rollover; it's just a way to work with what we have.)

    Quicken Mac Subscription • Quicken user since 1993
This discussion has been closed.