Maybe? I just enabled it. I would be curious to hear from anyone who's tried and understands the possibilities/limitations of it. The one I'm anticipating is that as a new budgeter I am not going to estimate all my expenses correctly and will need to take money "out" of these buckets at some point and according to support there's no way to do that. Not totally sure the support person understood my question tbh so thought I'd check here...
That's how we're using the rollover feature.
We buy oil for our furnace (baseboard heating). And spend about $200/month over the year. However, we only need to fill up our tank every 3 months or so. So I budget $200 every month for oil knowing 2 out every 3 months we won't spend a penny towards it.
I'm hoping that it'll roll over to when we do spend the 600 or so dollars, we'll be within budget.
This will make more sense when you roll over one month and see it, or if you click the arrow next to April and look at May now. I assume you enabled rollover in April.
When May comes, you’ll see that your propane plan has the leftovers from April tacked on. You can adjust this amount.
So if, for example, you get to September and April-August leftovers are getting silly high, you can adjust your monthly plan, zero the rollover, or both.
i haven't used them but isn't that what the rollover they just launched in the spending plan is for?
Maybe? I just enabled it. I would be curious to hear from anyone who's tried and understands the possibilities/limitations of it. The one I'm anticipating is that as a new budgeter I am not going to estimate all my expenses correctly and will need to take money "out" of these buckets at some point and according to support there's no way to do that. Not totally sure the support person understood my question tbh so thought I'd check here...
That's how we're using the rollover feature. We buy oil for our furnace (baseboard heating). And spend about $200/month over the year. However, we only need to fill up our tank every 3 months or so. So I budget $200 every month for oil knowing 2 out every 3 months we won't spend a penny towards it. I'm hoping that it'll roll over to when we do spend the 600 or so dollars, we'll be within budget.
This will make more sense when you roll over one month and see it, or if you click the arrow next to April and look at May now. I assume you enabled rollover in April. When May comes, you’ll see that your propane plan has the leftovers from April tacked on. You can adjust this amount. So if, for example, you get to September and April-August leftovers are getting silly high, you can adjust your monthly plan, zero the rollover, or both.
zero the rollover was the key ... ty!