Ok, I know this is basic but I’ve read all of the blog posts I could find and I still don’t really understand the “Total Rollover Savings (with Rollover Adjustment)” number on the Monthly Budget Dashboard. I understand the rollover for individual categories, and I can see how that number tracks mon…

:wave:, @matt ! The rollover savings is the total of all rollovers for all categories. So if you total up the rollover amounts for all your categories in a given month, that would be the rollover savings. The idea (if you add a rollover balance to categories prior to the Tiller Budget actually rolli…

Deleted above post because I realized it should be it’s own new topic (sorry for any confusion). The new topic I posted is here: [image] Rollovers just keep adding new budgeted amount, not leftover available amount (confused new user trying to migrate from Mvelopes) Google Sheets …

Thanks! That seems straightforward enough. What about transferring rollover from one category to another? That shouldn’t affect the rollover savings at all then, right? Lets say I have categories A and B, and I want to use some of my rollover from category A for category B this month. I would use t…

@matt , you can ask your other questions here. It’s helpful (I think) for other folks review the thread here to have the answers in line with the rest of the conversation. Please make sure you’ve reviewed the content via the URL I previously sent to be sure your question isn’t already answered there. …

Ok thanks. Sorry that some of my questions might be a bit basic, but I’ve struggled with the details of rollover for a while now. And I promise I did read the article from the link you sent! Everything you’ve described is pretty clear now, I think I just have one more question about rollover adjustm…

@matt , There are a few ways that rollover adjustments get introduced: You have uncategorized transactions in the prior or current period. You have some categories that don’t have a “Rollover To” assigned Your income budget is not equal to your expense budget in the prior period. Your transfers in…

Thanks for asking them Matt! It has been a very helpful discussion for me. Regardless of tool I have struggled with the rollover concept.

@heather Thanks for the explanation. My big question, though, is how exactly do I redistribute Rollover Adjustment? If I have $100 in favorable rollover adjustment, then pick a category and enter r+100 in the adjust cell, should that take care of it? Because if so, that doesn’t seem to be working f…

Hi @matt , The only way to redistribute rollover adjustment is to use the Adjust Category menu option from Add-ons > Tiller > Budget > Adjust Category. You can move the rollover adjustment to another category’s rollover or “none” Heather

i can’t find the “adjust category” feature

Rollover Savings Clarification

Spreadsheets Google Sheets

samuel.sawyer September 8, 2019, 12:54am 4

Deleted above post because I realized it should be it’s own new topic (sorry for any confusion). The new topic I posted is here:

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Rollover Savings Clarification

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