Rollover Balance handling on new Monthly Budget Period

[heather]

, @daryl2020!

Could it be that you’re expecting that March’s rollover would be impacting the May budget but it’s not?

I’d recommend reviewing this reply and the video linked here:

Docs: Envelope Budget

@keenan.burkepitts I’m glad you see why we took this one off the menu for most folks. You’re seeing the total rollover savings because Feb’s budget doesn’t know where it should roll to so it just moves all of it to the “rollover adjustment.” By default you get two budget months/periods in that template when you first start using it. The current month/period and the prior month/period. The default doesn’t set a “Rollover To” category for the prior month so in your Budgets History sheet th…