Release unspent categories into rollover categories

Sheepers
Sheepers Member
edited November 13 in Using the Spending Plan

I use a combination of rolling and non-rolling spending plan categories. I'd like to be able to release unspent funds in a non-rolling category to help heal an overspent rolling category in upcoming months.

Comments

  • DannyB
    DannyB Superuser ✭✭✭✭✭
    edited October 13

    You can edit the amounts in any Planned Spending category in any given month for that month. Simply lower the amount in the non roll over cat and add it to the roll over cat.

    Another option is to add any Available or Left at end of month to the roll over cat.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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