old budget rollovers

aeonlight's Avatar


25 Apr, 2017 04:54 PM


I've just switched from ynab to moneydance. The budget rollover currently only seems to work for the current month onwards. How do I apply the same budget rollover for previous months prior to Apr 17?
The arrow to select this rollover feature seems to be missing for older months.


  1. 1 Posted by Henry on 28 Apr, 2017 11:59 AM

    Henry's Avatar


    There should be an option called: Copy and rollover previous period to choose from the drop down menu here >

    Infinite Kind Support

  2. 2 Posted by fj58 on 21 Jun, 2017 06:41 PM

    fj58's Avatar

    I have the same question as the OP:

    I have started creating a Monthly budget (it is now June, 2017).

    I want to budget $100/month to "Widgets," and I want MD to show me that I have spent $437.50 in 2017 of the $600 budget-to-date.

    If I spend $147.50 in June, I want MD to show me that I have spent $585.00 of $700 when July rolls around.

  3. 3 Posted by lexy266 on 08 Jul, 2017 10:30 AM

    lexy266's Avatar

    Hi guys - I bought Moneydance last month and I cannot get the budget copy and rollover to work properly. If I have a budget set to £200 and spend £300 that month, when I use the copy and rollover, the figure that I'm shown as a result bears no resemblance to what I'd expect to see, i.e. only £100 available to spend, due to the overspend in the previous month.

    I've seen a discussion thread on this dated back to August last year when the member of Support Staff said that a ticket was being worked on to fix this, so I am very surprised that in June 2017 I am still having this issue, which is nearly a year old.

  4. System closed this discussion on 07 Oct, 2017 10:40 AM.

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