Creating 2022 Budget

TWatson Quicken Windows Subscription Member

December 2021 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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Best Answer

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  Scooterlam Quicken Windows Subscription SuperUser ✭✭✭✭

  December 2021 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
  

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Answers

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  Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

  December 2021

  Are you creating a new budget, or extending the 2021 budget?

  Signature:
  This is my website (ImportQIF is free to use):

  http://www.quicknperlwiz.com/

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  Scooterlam Quicken Windows Subscription SuperUser ✭✭✭✭

  December 2021 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
  

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  Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

  December 2021

  Note unlike before when I tested this last year, I just tested extending my budget and it didn't transfer the rollovers into January.

  Signature:
  This is my website (ImportQIF is free to use):

  http://www.quicknperlwiz.com/

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