Rollover Balances Included In Budget Reports

Joseph Hanna

I have been posting about this for years and still nothing has changed.

There should be a budget report that includes the rollover amounts.

The columns on the report would be:

1. Category

2. Rollover From Prior Month

3. Current Month Budgeted

4. Total Budgeted for Current Month (Prior month rollover + current month budgeted)

5. Actual

6. Difference

7. Rollover to Next Month

All totals and subtotals would remain as they are for the current budget reports.

Add advanced filters to create rollover reports.