Include rollover
These options will only show if you are a beta user and have enabled rollover for a category. This guide has more details about rollover: Rollover budgeting.
No rollover options toggled:
- No rollover amounts are included
These toggles allow you to choose if the rollover amounts are included in the amounts within this report.
Budget includes rollover toggled on:
- Budgeted amount changed to take rollover into account
- Rollover amount taken into account in the Difference column
Difference includes rollover toggled on:
- Budgeted amount not changed
- Rollover amount taken into account in the Difference column
You can read more on the Income & Expense report in our overview guide: The Income & Expense report: Overview