Why do monthly budget amounts change?

Question

Quicken Classic Deluxe for Mac, Version 9.2.0

I am starting to use the Budgets function.  So I manually enter a budget amount and I expect it to remain the same as I entered.  My amounts are typically whole dollar amounts.  I do not rollover any amounts.  But I am seeing future months changing to non whole dollar amounts.  How does this happen?  What does it mean to my control of my own budget when the system seems to make changes on its own?

jacobs · Answer

@blh387 It would help us help you if you would post a screen shot of what you're seeing in one or a few categories.

The budgeted amount should not change unless you manually edit them or unless you enable rollover on a category-by-category basis, as has been described above — which you can see at a glance with the circular arrow next to the category name.

Quicken Kristina · Answer

Thank you for your reply,

@blh387 As @dcormier suggested, it's possible that the new rollover feature is causing this behavior. Did you turn on the rollover feature? If you're not sure if it's on, switch your budget to the 12-month view (if it's not there already), then click the 3 dots next to each of the problem categories to confirm whether rollover is on for that category.

I hope this helps!

dcormier · Answer

Quicken introduced a new feature in the latest release that allows you to rollover balances at the end of each month.  That's the only thing that would change your monthly budgets amounts.  It's off by default but you may have turned it on my mistake.