Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

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Comments

  • SRC54
    SRC54 Member ✭✭✭✭
    edited December 3

    Well, if you could do this, what it would mean to me, would show my total savings for the year. I would like the rollover to stop after December and start again. And maybe the rollover does end in December. I don't currently use rollover. I just prefer to have each month its own entity and start over.

    Whatever I have leftover for the month is savings for me. I might use this feature.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Microsoft Money (Windows) 1991-2009
    Dollars & Cents (DOS) 1987-1991

  • EL1234
    EL1234 Member ✭✭✭✭

    I think that when "closing out a month" we should have an option to roll over any extra cash (or deficit) to the next month. That'd be more useful than rolling over specific categories (though I'm not anti using both as long as they work together in an intuitive way).

  • SRC54
    SRC54 Member ✭✭✭✭

    Just had a good time reading this entire discussion. Thanks @DannyB for starting it. I upvoted it.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Microsoft Money (Windows) 1991-2009
    Dollars & Cents (DOS) 1987-1991