M
Magnus
Right now, categories that roll over to the general pool distort future months: at the start of a month, the full budgeted amount looks like it’s rolling forward, even though most will be spent. This gets worse in future months because the rollover accumulates and paints a distorted picture of what will actually be available.
Possible solutions:
  • Only apply rollovers at month transition (on the 1st). Or provide the option to do so.
  • Separate planning vs. rollover numbers (budgets display clean, rollover tracked separately).
Either would preserve accurate planning while still allowing true leftovers to flow into the pool.