starting budget balances from another software?
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lemen99
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I was using Mint.com then YnAB and didn't like the software. Now I am trying out Quicken. I have some positive balances (for example we are saving some money in our Travel budget for a trip this summer) that I want to roll over from the previous software. Let's say my travel budget each money is $100/month, but I already have $300 saved in that budget. how do I capture this in Quicken as a new user? Thank you!
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Best Answer
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Assuming you are using the Deluxe edition (or higher feature level) with the Annual Budget view ...Strictly within the budget views, you can enable "Rollover" on individual categories. If you budget $100 every month on Travel, you can use Rollover to let unused money roll over to the next month. When you do have travel expenses, the money is deducted from the rollover amount.
Here's a snippet from my last year's budget. Some money accumulated in Rollover, actual travel expenses were deducted in two months, and future months without travel added to the rollover amount (shown in blue).
To set rollover options use the green or grey arrow icon in the category name field.7
Answers
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I would suggest using Savings Goals on the Planning tab.
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Assuming you are using the Deluxe edition (or higher feature level) with the Annual Budget view ...Strictly within the budget views, you can enable "Rollover" on individual categories. If you budget $100 every month on Travel, you can use Rollover to let unused money roll over to the next month. When you do have travel expenses, the money is deducted from the rollover amount.
Here's a snippet from my last year's budget. Some money accumulated in Rollover, actual travel expenses were deducted in two months, and future months without travel added to the rollover amount (shown in blue).To set rollover options use the green or grey arrow icon in the category name field.7 -
thank you!0
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