Rollover budget for certain categories each month?
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.
Best Answers
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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.
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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.
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Answers
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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.
1 -
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.
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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!
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