Money Rollover Question

For Dec 2020, I have $905.40 To Be Budgeted.  In Jan 2021, I have $0.00.  My Overspent in December is $30.53.  I thought whatever is over spent  ($30.53) needed to match what is reduced from the previous month?  I'm trying to understand why this might be.  


Thanks,
Matt

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  • Couple of things it could be.
     

    Did you already start budgeting in January thus reducing your TBB amount to $0?

    You mention overspending already but it's often a cause of this. Check that any credit card balances match with the budgeted amount for payment. 

     

    If you can share screenshots of December and January it should be simple enough to work out!

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  • Check for an outflow transaction in January categorized as TBB. That and overspending are there only two ways a positive TBB can be reduced in the following month. The overspending is insufficient to explain the entire reduction alone.

    If it's a reconciliation adjustment, then you'll just have to either leave the funds in the Dec TBB or back date the adjustment into Dec.

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