Rollovers and Accumulated Savings

James's Avatar


22 Oct, 2019 01:53 PM

   I am thinking of switching to Moneydance, but looking to ensure there are some options I need first before switching. If anyone could help me out, I'd greatly appreciate it!
   1) Does Moneydance have a rollover EXPENSE option that you click that will automatically keep up with from month to month? 2) Does Moneydance have a rollover INCOME option that will rollover extra (or under budget) income from month to month? 3) Is there an accumulated savings option that show how much you will have saved in the future months based on the rollover amounts present in the EXPENSE AND INCOME rollover amounts? 4) How accurate and reliable is the automatic syncing of transactions?


  1. Maddy closed this discussion on 22 Oct, 2019 03:39 PM.

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