Rollover difference between actual spend and income + previous month rollover
M
Murray
Currently I can only rollover the difference between actual income and budgeted spend. I would like to be able to rollover the difference between actual spend and previous month's rollover + actual income.
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N
Nicolas
+1 on this. I would expect the "Net Total Available" of a period to match the "Rollover from previous period" of the next one. Currently, if your Net Total Available is 1000$ under the "Left to Budget", it won't show up in the next period and you'll be overestimating how much you can ACTUALLY budget.
It's quite misleading as it compounds over periods.
M
Magnus
I've been looking for this as well, if I understand you right. The workaround I'm planning to do when transitioning to a new month is to switch the income to be based on "Actual activity" to get the rollover "last month’s rollover + actual income − actual spend". Then I'll manually reset the rollover for next month to this amount, and switch the income settings back to being based on budget again. I think it'll work, but it's pretty hacky