Separate Planned Spend rollover buckets from non-rollover buckets

DannyB

I would like to see a total of my accumulated rollover amounts in Planned Spend that is in some way related to the total available cash in my cash accounts. I'm trying to think of a way to keep track of how much of the cash in my cash accounts belongs to the rollover amounts showing in Planned Spend. Or, to put it another way, is the available cash in my cash accounts equal to or (preferably) greater than the total accumulated amount of my rollover categories.

For instance, let's say that I have $28,700 in my cash accounts (checking and savings). Let's also say that I have $12,640 that is set aside in my Planned Spend rollover categories and another $9,300 set aside in Savings Goals. Therefore, my designated cash = $21,940. $28,700 is greater than $21,940 so I'm good.

I don't have any real suggestions for how to make this work but having a total of the accumulated rollover categories available would be helpful. Perhaps one way to do this would be to create a separate section for rollover categories within Planned Spend along the lines that Bills, Subscriptions and Transfers & Credit Card Payments are separated in Bills.

What do you think?