Trouble with Envelope Budgeting Rollover (start up)

[heather]

@cmjsae,

I think the answer is 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…

Check out the video. Essentially, you won’t see March to April if you’re new to this budget because the only periods you have in Budgets History are April and May.