Rollover budget for certain categories each month?

dka

How do I rollover the budget for certain categories each month. If I don't spend the full amount on Alcohol on a given month, I want to roll that remaining balance into the next month. Can't figure this out.

GeoffG

In the monthly planning view, select the category you want to turn rollover budget on. Once selected you will see the options for rollover on the icon.

UKR

And, if I may add, if you are working with the Annual View of the Budgets view, the same applies:

To turn rollover on or off for a single category click the Category name field, then click the green or gray double-arrow icon and select your action from the popup.

GeoffG

In the monthly planning view, select the category you want to turn rollover budget on. Once selected you will see the options for rollover on the icon.

UKR

And, if I may add, if you are working with the Annual View of the Budgets view, the same applies:

To turn rollover on or off for a single category click the Category name field, then click the green or gray double-arrow icon and select your action from the popup.

dka

Thank you so much!! That is EXACTLY what I was looking for! Quicken is so involved I'm sure I'm not utilizing half of what I could!