Budget help - rolling over over/under monthly spend as an average for remaining months

Quicken Deluxe Premier for Windows.

How do you setup a budget so that unused monthly spend or overspend is averaged across remaining months for the given year while still respecting the annual budgeted amount for a category?

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Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Turning on Rollover for each category where you want to roll over under- or overspending from one month to the next will sort of do what you want, but it won't calculate an average.

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    It just calculates the balance of what's left forward to the next month.

    This example is from the Planning tab, Budgets view, set to display the Annual view.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @and4014,

    We haven't heard back from you in a while. Do you still need assistance?
    Were you able to give @UKR's suggestion a try?

    Check back and let us know! Thank you.

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    -Quicken Anja
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This discussion has been closed.