Setting up Rollovers so they show in current (first use) month

When you set up Rollover via the proper steps outlined in the help section will it start working right away or will it need to wait to the next month happens to work?

For example, I set it up, but it didn’t work for Jan to Feb, or Feb to March. Will it not start working until April 1?

Or am I doing something wrong to get it set up?

hi @benhortonwho,

The rollovers by default won’t appear until the next month. You can retroactively set the Rollover To for past months. Review comments starting with @wyliej30’s question here: Tiller Budget (via Tiller Add-on) Comprehensive Guide