Planning - Budget Roll-forwards

wild56bill$

For users who have a full year of prior year data, the first step in forming a budget for the new year should be to roll forward "Actual" income and expenses from the prior year to the new year budget amounts. The program has the ability to roll forward PY budget amounts to CY budget amounts, but PY Actual amounts to CY Budget amounts would be much more realistic. Quicken Classic should have an option to roll forward PY Actual income and expense amounts by month to the new year budget amounts by month. If you agree with my suggestion, please post your agreement in the community forum and tell Quicken developers to make this a high priority in future releases of Quicken Classic.