Roll over at year end
What happens to the roll over balance at year end. Does it move forward or does it start over at zero
Best Answers
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@TommyS, thanks for reaching out!
As far as I'm aware, nothing different occurs with Planned Spending Rollover at the end of the year. Your categories should just continue rolling over into the new year. In case it's helpful to you or other users, our support article here has more details on Planned Spending Rollover.
Let us know if you have any additional questions!
-Coach Natalie
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I will just set the rollover amount to zero at the first of the year. Thanks for the help
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I think of budgets on a yearly basis. So I don't want my 2024 budget rollovers to affect my 2025 budget. As in I want to start 2025 with a fresh budget without any rollovers. To make this happen, should I turn off rollovers for each of my Planned Spending categories in December?
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@ericksonjb, thanks for posting on this topic!
You should be able to reset the rollover amounts to $0 —
Let us know how this works for you!
-Coach Natalie
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Answers
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By any chance could there be an enhancement down the road to reset the rollover to zero at the beginning of the year? As Eric indicated budgets are usually on a yearly basis and you do not want to carryover any rollovers. For now I can reset the balance to zero in January
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@TommyS, not that I'm aware of, but you are welcome to create an Idea post for your enhancement request so other users can vote on it.
Thanks!
-Coach Natalie
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