Budget rollover problems

bobmitton1's Avatar


28 Feb, 2018 06:54 PM

The budget rollover feature does not seem to work properly. Example: I created a new budget this year. One category had a budget amount of $450. In January, I spent $310 in this category, so when I rolled over to February, the new budget amount was $590 (450 -310 + 450). In February, I spent $520 in this category. When I rolled over to March, I would have expected the new budget amount to be $520 (590 - 520 + 450). Instead, my new budget amount for March is $660 (590 - 520 + 590). That is clearly not how a rollover budget should work, it doesn't even make any financial or accounting sense.

The other problem with budget rollover is whenever a budget category rolls over negative, it disappears from reports. Not good.

  1. 1 Posted by bobmitton1 on 09 Apr, 2018 12:20 PM

    bobmitton1's Avatar

    Nearly two and a half months later and no response? I guess there's no support for budgeting issues. Cool.

  2. 2 Posted by vweg on 26 May, 2018 08:06 AM

    vweg's Avatar

    I guess ticket #4615 addresses this issue. Is there any news about the planning to pick this up by the development staff?

  3. 3 Posted by aeonlight on 26 Jun, 2018 03:28 AM

    aeonlight's Avatar

    I've been asking on this for almost 1.5 years and this is very frustrating. I used migrated over here from ynab and this kinda screwed my budgeting habits.

  4. System closed this discussion on 25 Sep, 2018 03:30 AM.

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