Rollover budget for certain categories each month?

dka
dka Quicken Windows Subscription Member ✭✭
edited December 2025 in Budgeting and Planning Tools (Windows)

How do I rollover the budget for certain categories each month. If I don't spend the full amount on Alcohol on a given month, I want to roll that remaining balance into the next month. Can't figure this out.

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Best Answers

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    In the monthly planning view, select the category you want to turn rollover budget on. Once selected you will see the options for rollover on the icon.

    Screenshot 2025-11-18 080816.png
    3uVg3ypwQR.png
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    And, if I may add, if you are working with the Annual View of the Budgets view, the same applies:

    cap24 budget rollover.png

    To turn rollover on or off for a single category click the Category name field, then click the green or gray double-arrow icon and select your action from the popup.

Answers

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    In the monthly planning view, select the category you want to turn rollover budget on. Once selected you will see the options for rollover on the icon.

    Screenshot 2025-11-18 080816.png
    3uVg3ypwQR.png
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    And, if I may add, if you are working with the Annual View of the Budgets view, the same applies:

    cap24 budget rollover.png

    To turn rollover on or off for a single category click the Category name field, then click the green or gray double-arrow icon and select your action from the popup.

  • dka
    dka Quicken Windows Subscription Member ✭✭

    Thank you so much!! That is EXACTLY what I was looking for! Quicken is so involved I'm sure I'm not utilizing half of what I could!

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