Skip to main content

Rollover Start Date

Feature Request

If I want to set the rollover start date to March 2025 for example, it initially shows the earliest start date as Jan 2026. I first have to select Jan 2026, save it, then go back in then it might show me up to 6 month further back from Jan 2026 or it might show me only 1 month further back. For the ones that show only 1 month further back I have to repeat the process going back 1 month at a time before I reach the desired start date.

Posted by OptoGuy117 ·
Status: Completed1 comment

Log in to comment and vote

Comments1

  • team@waypointbudget

    Team•

    Oct 17

    Thanks for flagging this! It's fixed. Change start month now reaches all the way back to your budget's first transaction (up to 3 years) in one go, so you can pick March 2025 straight away instead of stepping back a month at a time. You can also move it later again if you change your mind.

    To find it, open the category's History (tap its balance on the Dashboard, or the balance next to Rolls over on the Budget page), then tap Change start month under "Balance tracked since…".