If you’re using the rollover capabilities for the Tiller Budget it’s important that you understand how Rollover Adjustment works.
Rollover Adjustment is a correction tool that compensates for the ways that your Total Rollover Savings amount might start to diverge from your real world account balances.
If a Rollover Adjustment is being factored into your Total Rollover savings you’ll see two indicators:
- A budget accuracy message will appear at the top of your Budget Dashboard below the categorized transactions status message.
- Your Total Rollover savings will include a note below it (“with Rollover Adjustment”)
There are three ways a Rollover Adjustment correction might be introduced:
- You have uncategorized transactions in the current period.
- You have some categories that don’t have a “Rollover To” assigned
- Your income budget is not equal to your expense budget.
- Your transfers in any period didn't balance to $0.
Correcting a Rollover Adjustment
If you need to correct a Rollover Adjustment that appears at the start of a new period you can use these tips:
- If it’s a negative rollover adjustment - move money from the rollover balance of one category to the rollover adjustment category by using the Adjust Category menu option.
- If it’s a positive rollover adjustment - move money from the rollover adjustment category to the rollover of another category using the Adjust Category menu option.