A Spending Category's rollover amount isn't properly updated.
Recategorizing an item from the previous month to a Spending Category doesn't update the Spending Category's rollover for the current month.
Example:
Consider a Spending Category called "Bucket-A" that has Rollover enabled. On Jan. 31st I made a purchase that should be categorized into Bucket-A, but it was categorized incorrectly by default. Now on Feb. 1st the rollover amount for Bucket-A was calculated and it was added to the Spending Category's total for February's Planned Spending. On Feb. 1st I updated the purchase's category to Bucket-A, but the rollover amount into the Spending Category for Feb. was not updated properly.
I understand a workaround is to use "Change Rollover Amount" for the Spending Category in February's Spending Plan to adjust the rollover amount. However, I don't want to be manually updating Spending Categories every month. The rollover amount should be updated automatically.
Comments
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Hello @torrents.stride,
To clarify the issue, does this happen only when recategorizing a transaction after the previous month's planned spending has been rolled over? If not, then what specific circumstances trigger this behavior?
I look forward to your reply!
-Coach Kristina
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Yes, that's the correct scenario.
I just checked and it looks correct now! It appears to have corrected itself over the course of the day.1
