Ability to ZERO excess in a category

Y2KBug

At year end I like to zero certain categories that have overages/ underages to cover each other and then make adjustments in the new year to more accurately reflect my budget needs.

This was in MINT, and I loved it!

Coach Natalie

@Y2KBug, thanks for posting your suggestion to the Community!

It sounds like you're looking for rollover abilities in the Spending Plan:

https://community.simplifimoney.com/discussion/114/rollover-unused-spending-plan-money-edited-10-merged-votes

Let us know!

-Coach Natalie