Quicken lets you create budget rollover categories.
If you underspend in one rollover category, and overspend in another, you can easily subtract from, add to, or reset your rollover amounts to compensate. Here's how:
- Click the Planning tab.
- Click the Budgets button.
- Click the balance amount of a rollover category you want to change.
- In the Rollover popup, click Edit, change the rollover amount as needed, then click Reset. To remove a rollover amount completely, enter 0.00.
- Click Save to update the balance of the category.
Note: If you decide later that you want to remove the changes you've made to your rollover amounts, click (the Rollover On icon), and choose Undo all rollover edits for [Year]. This will reset all of your rollovers for the year to their calculated, default values.