Planning Budgets carryover year to year

Robert Sheran
Robert Sheran Member ✭✭✭✭
edited 4:00PM in Budgeting and Planning Tools (Windows)

The rollover balance amount on any category at the end of the year, if adjusted, doesn't update the rollover balance in next year's category, and I need to adjust each category's rollover balance to match prior yr changes. 🤔

Win11, Quicken Deluxe, Ver: R66.12, Build: 27.1.66.12,

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Robert Sheran,

    Thank you for letting us know you're seeing this issue. To clarify, are you saying that after you move forward to 2026, you go back to 2025, adjust the budget in a way that affects how much will roll over, but that change does not reflect in the 2026 budget? If that is what is happening, are you seeing this with overages (spent more than budgeted), surplus (spent less than budget), or both?

    If that is not the case, please provide more details.

    I look forward to your reply!

    Quicken Kristina

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