Feature Request - Stop rolling over last year into January automatically

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SteveInReno
SteveInReno Quicken Windows Subscription Member ✭✭
edited December 2024 in Budget and Planning Tools

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.

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @SteveInReno,

    I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

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    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Thank you!

    -Quicken Anja
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