Budget help - rolling over over/under monthly spend as an average for remaining months

and4014
and4014 Member ✭✭
in Budgeting and Planning Tools (Windows)

Quicken Deluxe Premier for Windows.

How do you setup a budget so that unused monthly spend or overspend is averaged across remaining months for the given year while still respecting the annual budgeted amount for a category?

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Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Turning on Rollover for each category where you want to roll over under- or overspending from one month to the next will sort of do what you want, but it won't calculate an average.

    image.png

    It just calculates the balance of what's left forward to the next month.

    This example is from the Planning tab, Budgets view, set to display the Annual view.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @and4014,

    We haven't heard back from you in a while. Do you still need assistance?
    Were you able to give @UKR's suggestion a try?

    Check back and let us know! Thank you.

    -Quicken Anja
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