Rollover Budgeting
Let any prior under or over spending roll over into the current month on your budget. This helps you carry forward unused budget amounts or account for overspending from previous months.
How Rollover Works
With rollover enabled on a budget, any underspending or overspending from previous months carries forward to the current month.
For example, if you have a monthly budget of $100 with rollover enabled from January, and you spend only $70 in January, the remaining $30 will roll over into February's budget, and your budget in February will then be $130 ($100 + $30 rollover).
Similarly, if you overspend in a month, that deficit will carry forward and reduce your available budget in the following month.
Enabling Rollover
You have two options for enabling rollover:
1. Global Setting: Go to Settings > Preferences and enable rollover for all categories. This will apply rollover to all your budgets by default.
2. Per-Category Setting: Configure rollover for each category individually from the category's settings. This gives you more granular control over which budgets use rollover.
Viewing Rollover Amounts
Any budget amount affected by rollover will have a rollover icon next to it. You can hover on the icon for more information about the rollover, including:
• This month's budgeted amount
• Rollover from previous months
• Total available (budgeted + rollover)
Best Practices
Rollover works best for:
• Variable expenses (groceries, dining out)
• Savings categories (saving up for purchases)
• Irregular expenses (car maintenance, gifts)
For fixed expenses like rent, rollover may not be as useful since the amount doesn't vary.