Historical addition of planned spend expense categories with roll-over carry-through. (edited)

TankerAce

I'd like to request Simplifi add the capability to add expense categories in past months and have them carry through (roll over balances) to subsequent months—even if those months are historical—all the way to the current month. This would help in cases of the need to separate budgets after-the-fact when it becomes clear that a singular expense/budget category isn't adequate for separating expenses. This should be possible with modern programming technology.

Coach Kristina

Hello @TankerAce,

Thank you for sharing your feedback! Since rollover can currently be seen and turned on only for current and future months (for more details, click here to see the article), I recommend creating an Idea post to request that this functionality be added. For information on creating an Idea post, please review the post below:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Thank you!