A few features please from the Quicken Group….
Please STOP automatically rolling over last year into January. Or provide a way to set all the RollOver for last month to zero for all categories for Jan. Its an annual budget, for goodness sake! i never heard of rolling last year's overages / shortfalls into this year's YTD Budget.
Please provide a way to change ALL the categories to Rollover balances at the end of the month, instead of having to do it one by one.
User since 1999👴
[Edit - Reposted this in Product Ideas]