ROLLOVER feature

Jerry Pederson
Jerry Pederson Quicken Windows Subscription Member ✭✭✭✭
edited January 2025 in Reports (Windows)

Is the "rollover" feature only available in the budget planning section and not in a financial report?

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    By "financial report" do you mean a budget report? Otherwise, what would you expect to show about something that didn't actually happen?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    "Budgets" are projections based on estimates and, as such, are subject to constant manipulation and adjustment as the "future" unfolds. A "financial report" (assumed to be a Quicken Income and Expense report) records what has actually happened; it's "backwards looking." You can't change history.

  • Jerry Pederson
    Jerry Pederson Quicken Windows Subscription Member ✭✭✭✭

    I do mean a budget report, sorry. I budget based on an annual budget with monthly budget details. Seeing any residual budget amounts (+/-) brought forward would be nice.

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