Rollover Budgets
Jamie
Is there a way to make the budgets rollover unused amounts from one month to the next? I am hoping to make this function like "envelope budgeting".
Is there a way to make the budgets rollover unused amounts from one month to the next? I am hoping to make this function like "envelope budgeting".
2 Posted by -Kevin N. on 29 Jun, 2012 03:14 PM
Hi Jamie,
Try leaving the 'End Date' blank.
HTH -Kevin N.
3 Posted by Jamie on 30 Jun, 2012 12:59 AM
Kevin - is that just a suggestion or do you know that works? If the frequency is monthly won't that just "reset" the budget item back to the base amount at the start of each month, regardless of the end date? I want to rollover unused amounts so that if my utilities budget is $200 per month but I only spend $175 then I start the next month with my "saved" $25 plus the $200 for the new month for a total of $225. I'd like to know if that's possible before going through the trouble of account setup. Thanks.
4 Posted by -Kevin N. on 30 Jun, 2012 01:34 AM
Hi Jamie,
No, I'm afraid my suggestion will not work as an envelope budget.
There's a rather lengthy but interesting discussion on envelope budgeting here:
http://help.infinitekind.com/discussions/suggestions/237-envelope-b...
-Kevin N.