Rollover

4

Recalculate how Planned Spending Totals work with Rollover (edited)

Active bost.05 102 views 11 comments 4 points Most recent by TwelveSilverPennies May 6Feature Requests

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

Closed TankerAce 23 views 1 comment 0 points Most recent by Coach Kristina April 5Using the Spending Plan

Unable to turn off rollover in planned spend (edited)

Closed shely6875 11 views 1 comment 0 points Most recent by SRC54 March 9Troubleshooting

1

Separate Planned Spend rollover buckets from non-rollover buckets

Active DannyB 33 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests

Getting Setup for 2026 - A Just for Fun Post

Closed DannyB 162 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?

Rollover Help

Closed mluhring 142 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan

How does the Spending Plan adjust changing/adjusting rollover amounts mid month?

Answered ✓ Closed Max1223 74 views 2 comments 0 points Most recent by DannyB July 2025Using the Spending Plan

18

Accounting for Rolled Over Planned Spending Cash

Active DannyB 263 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests

Ability to roll over unallocated funds

Closed Antipode51 95 views 3 comments 1 point Most recent by SRC54 May 2025Getting Started

How do I roll over available uncategorized funds month to month?

Closed Antipode51 41 views 3 comments 0 points Most recent by SRC54 April 2025Using the Spending Plan

Request- Indicate bank balance with total rollover amount deducted from it

Closed BenB 405 views 22 comments 1 point Most recent by BenB March 2025Using the Spending Plan

7

Include Rollover Amounts in Planned Spending Notifications (edited)

Active TiggerTrainer 22 views 3 comments 7 points Most recent by UrsulaA February 2025Feature Requests

Rollover Spending Notifications

Closed TiggerTrainer 51 views 8 comments 0 points Most recent by TiggerTrainer February 2025Report a Bug

8

Ability to add a Rollover Cap (edited)

Active Jacob Amey 41 views 8 comments 8 points Most recent by Flopbot February 2025Feature Requests

Planned Spending Not Updating Properly

Closed debro22 12 views 1 comment 0 points Most recent by Coach Jon February 2025Troubleshooting

A Spending Category's rollover amount isn't properly updated.

Closed torrents.stride 51 views 2 comments 0 points Most recent by torrents.stride February 2025Report a Bug

Ability to deduct rolled over planned spending from an account's available balance.

Closed Me000000 11 views 2 comments 1 point Most recent by TiggerTrainer January 2025Feedback

Merged: Rollover 'Available' Balance month over month in the Spending Plan (edited)

Closed santhochi 21 views 0 comments 2 points Most recent by SRC54 December 2024Feature Requests

Release unspent categories into rollover categories

Closed Sheepers 21 views 1 comment 1 point Most recent by DannyB October 2024Using the Spending Plan

Add Rollover for recurring income

Closed All Talk 42 views 2 comments 3 points Most recent by SRC54 September 2024Feedback

Rethinking Rollover "vs" Savings Goal for non-monthly recurring expenses

Closed DannyB 51 views 0 comments 4 points Most recent by DannyB August 2024How do you Quicken Simplifi?

Rollover Holdings?

Answered ✓ Closed Ephemery 51 views 2 comments 0 points Most recent by Ephemery August 2024Using the Spending Plan

Working with Planned Spending Rollover: An Experiment

Closed DannyB 1.1K views 25 comments 6 points Most recent by DannyB July 2024How do you Quicken Simplifi?

3

Ability to specify the amount to rollover each month with the remaining released to spending

Active Robertscrew 11 views 0 comments 3 points Most recent by Robertscrew July 2024Feature Requests

Rollover

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