Rollover

Discussion List

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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 31 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
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  Getting Setup for 2026 - A Just for Fun Post

  Closed DannyB 121 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?
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  Rollover Help

  Closed mluhring 113 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan
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  How does the Spending Plan adjust changing/adjusting rollover amounts mid month?

  Answered ✓ Closed Max1223 55 views 2 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 256 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests
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  Ability to roll over unallocated funds

  Closed Antipode51 84 views 3 comments 1 point Most recent by SRC54 May 2025Getting Started
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  How do I roll over available uncategorized funds month to month?

  Closed Antipode51 42 views 3 comments 0 points Most recent by SRC54 April 2025Using the Spending Plan
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  Request- Indicate bank balance with total rollover amount deducted from it

  Closed BenB 273 views 22 comments 1 point Most recent by BenB March 2025Using the Spending Plan
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  Include Rollover Amounts in Planned Spending Notifications (edited)

  Active TiggerTrainer 21 views 3 comments 7 points Most recent by UrsulaA February 2025Feature Requests
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  Rollover Spending Notifications

  Closed TiggerTrainer 52 views 8 comments 0 points Most recent by TiggerTrainer February 2025Report a Bug
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  Ability to add a Rollover Cap (edited)

  Active Jacob Amey 42 views 8 comments 8 points Most recent by Flopbot February 2025Feature Requests
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  Planned Spending Not Updating Properly

  Closed debro22 12 views 1 comment 0 points Most recent by Coach Jon February 2025Troubleshooting
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  A Spending Category's rollover amount isn't properly updated.

  Closed torrents.stride 52 views 2 comments 0 points Most recent by torrents.stride February 2025Report a Bug
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  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
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  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
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  Release unspent categories into rollover categories

  Closed Sheepers 21 views 1 comment 1 point Most recent by DannyB October 2024Using the Spending Plan
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  Add Rollover for recurring income

  Closed All Talk 43 views 2 comments 3 points Most recent by SRC54 September 2024Feedback
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  Rethinking Rollover "vs" Savings Goal for non-monthly recurring expenses

  Closed DannyB 54 views 0 comments 4 points Started by DannyB August 2024 How do you Quicken Simplifi?
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  Rollover Holdings?

  Answered ✓ Closed Ephemery 52 views 2 comments 0 points Most recent by Ephemery August 2024Using the Spending Plan
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  Working with Planned Spending Rollover: An Experiment

  Closed DannyB 969 views 25 comments 6 points Most recent by DannyB July 2024How do you Quicken Simplifi?
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  Ability to specify the amount to rollover each month with the remaining released to spending

  Active Robertscrew 11 views 0 comments 3 points Started by Robertscrew July 2024 Feature Requests
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  Recalculate how Planned Spending Totals work with Rollover (edited)

  Active bost.05 85 views 7 comments 2 points Most recent by RobWilk June 2024Feature Requests