Copy and Rollover Previous Period

James Caldwell's Avatar

James Caldwell

Dec 29, 2021 @ 11:12 AM

I am setting up a biweekly budget and want each two week period to copy and rollover the previous two week period. I am finding that I have to reselect this option in order to get an updated balance whenever I enter a new transaction. Is there a way that each two week period automatically updates its totals without having to select copy and rollover previous period each time you want to get an up to date balance for the current time period?
Thank you.
James Caldwell

  1. 1 Posted by mhoggie on Dec 29, 2021 @ 12:20 PM

    mhoggie's Avatar

    just a user,

    set up your budget using the Mixed Interval period and budget amounts stay in place unless you update them.

  2. 2 Posted by gotcaldwell on Dec 29, 2021 @ 06:35 PM

    gotcaldwell's Avatar

    Thank you. I will give that a try.Sent from my Galaxy
    -------- Original message --------From: mhoggie <[email blocked]> Date: 12/29/21 6:23 AM (GMT-06:00) To: [email blocked] Subject: Re: Copy and Rollover Previous Period [Budgeting #2744]

  3. System closed this discussion on Mar 30, 2022 @ 06:40 PM.

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