Remove Budget Rollover Balance Year to Year - How-to and Idea (2 Legacy Votes)
I would like my 2014 budget to start at zero (no carry over from 2013) and then rollover the monthly balances every month till 12/31/2014. Then re-set to 0 and so forth...
Can't figure out how to do it. Any ideas please?
7

Comments
Basically, the options are: 1. remove the rollover option in prior year or 2. set the balance on those rollover categories to zero. See image on where option 2 this is done. I opted for #2.
Tedious if you have lots of categories. Wish there was a switch to prevent year to year rollover but the workaround is doable. Perhaps that switch could be placed in the Budget Preferences menu item.
Regards,
Scott
2018 QW HBR
https://getsatisfaction.com/quickencommunity/topics/why-is-the-rollover-balance-from-last-year-inclu...
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I apologize for breaking in on this topic.
For what it is worth I just voted for your idea. Not that I use envelop budgeting, I don't even really budget, but it does seem like a good idea and not that hard to implement.
But, to avoid any changes to your 2018 budget figures, wait until after the new year to "zero-out" your rollover balances in your 2019 budget.
You'll have to do this category by category at this stage. I still like the idea in the OP - setting a global option. Please vote on it if you do as well.
Scott
2019 QW HBR R17.5
Thank you for taking the time to come to the Community to post your question, however, this is an older post and less likely to get an answer.
I went ahead and merged this into an existing Idea for the same feature request.
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