Button to allow manual reset to any dollar value for rollover budget amounts
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R
Ross
I see that you are in progress to have a button to reset rollover amount to $0, but it should be more versatile. I kept my rollover budgets going for over 10 years in Mint, and when I switched to LM before you had a rollover option, I kept a separate spreadsheet to keep track of my rollover amounts each month. Obviously, that data couldn't be incorporated into what was done to start rollovers in the beta version. We should be able to manually reset those rollover amounts to whatever we need them to be to reflect previous rollover data, as in my case.
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Din from Lunch Money
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This was addressed in release #238. 🎉
You can now reset the rollover balance at any point in time and to any amount, for the general pool and/or individual categories, by creating balance adjustments. Balance adjustments are listed and can be managed under 'Adjustments History'.
Thanks to everyone who requested and voted on this!
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Jonathan Lovelace
Mint was flakey enough for me that I didn't put much value on its rollover amounts, but for years I've been doing my high-level budgeting for a year at a time in a spreadsheet, and when I started using the "beta budgeting" feature of LM, I went back and set up budgets from time of my first yearly-budget spreadsheet (with a 12-month budget period in LM) to get the rollover amounts to match. If I'd been able to set the rollover amount, I might not have bothered.