Rollovers are great for seeing how much you have left over from previous periods in a certain category. That money is waiting for you when you need it, and builds confidence in your budget. Set these up if you want to use zero sum or envelope budgeting.
Watch the video lesson and review the resources below.
Lesson 3 Resources
Setting Up A Budget for Zero Sum or Envelope Budgeting
If you know you want to use a zero sum or envelop budgeting style, or just want to take advantage of the rollovers, we've outlined the steps.
If you'd like a more in-depth explanation on how rollovers work and are calculated we've got you covered.