Creating 2022 Budget

TWatson
TWatson Quicken Windows Subscription Member
edited January 2022 in Budgeting and Planning Tools (Windows)
I have a 2021 budget where I used the rollover function for categories and created a 2022 Budget from the 2021. How do I prevent the rollover function from 2021 to 2022?

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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Are you creating a new budget, or extending the 2021 budget?
  • Scooterlam
    Scooterlam Quicken Windows Subscription SuperUser ✭✭✭✭
    Answer ✓
    TWatson said:
    I have a 2021 budget where I used the rollover function for categories and created a 2022 Budget from the 2021. How do I prevent the rollover function from 2021 to 2022?
    Have a look at this past thread.  Hope it helps.

    https://community.quicken.com/discussion/comment/20059390#Comment_20059390
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Note unlike before when I tested this last year, I just tested extending my budget and it didn't transfer the rollovers into January.
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