It seems that my rollovers are not reconciling in my budget. My budget categories are also not updating in my Monthly Budget tab based on what I’ve assigned in the Transactions tab. So I am not getting a full view of the money in each category on my main sheet. I have clicked Analyze Budget History several times and the numbers are not reconciling. Any ideas on what could be causing this and how to fix it?
@natashajred sorry for the delayed reply here!
Are you still having this issue with your budget?
Can you double check the Budgets History sheet and make sure any relevant past periods also have a Rollover To assigned to categories.
I’d also recommend reviewing this section of the guide as making some adjustments in the Budgets History sheet usually solve most issues. There’s a good video in this section that talks through how to make changes.