Budget Display

Jim G.

I have been using Quicken Classic Deluxe for Windows for a long time and have a very detailed budget. I just started using Quicken Mobile. The Budget display in Mobile shows the budget category amounts including the rollover balances. Is there a way to display just the monthly budget amounts without the rollover balances included?

Quicken Anja

Hello @Jim G.,

Thanks for reaching out!

You’re correct—the Quicken Mobile app will show your budget, including rollover balances, and there isn’t a way to toggle rollover on or off directly from the Mobile app.

The only way to change this display is from Quicken Classic on your Windows desktop. The Mobile app simply follows the budget settings configured in your desktop program, in terms of whether rollover is enabled or disabled. So if you want to see just the monthly budget amounts without the rollover, you’ll need to adjust the rollover settings in Quicken Classic for Windows first.

Hope this helps!

Quicken Anja

Hello @Jim G.,

Thanks for reaching out!

You’re correct—the Quicken Mobile app will show your budget, including rollover balances, and there isn’t a way to toggle rollover on or off directly from the Mobile app.

The only way to change this display is from Quicken Classic on your Windows desktop. The Mobile app simply follows the budget settings configured in your desktop program, in terms of whether rollover is enabled or disabled. So if you want to see just the monthly budget amounts without the rollover, you’ll need to adjust the rollover settings in Quicken Classic for Windows first.

Hope this helps!