How does budget rollover works?

Modified on Wed, 7 May at 8:23 PM

Rollover budgeting in TimelyBills helps you carry forward the unspent amount from one period to the next, allowing you to better manage your remaining budget over time

How Rollover Works:

When rollover is enabled, any leftover amount from a budget period is added to the next period’s budget.
This feature is ideal for recurring budgets where spending can vary month to month.

How to Enable Rollover:

While creating or editing a budget, find the toggle labeled “Rollover budget amount”.
Turn it ON to enable rollover for that budget.
(Refer to the screenshot below for reference.)

Refreshing Rollover Manually (if required):

If you believe the rollover amount isn't accurate (due to delayed transaction updates or due to any other reason), you can manually Refresh it:

Go to the Budget Details screen.
Tap “Refresh Rollover Amount”.
The app will Re-calculate Unspent Funds from the previous period and update the carry-forward in real time.

Rollover is available for all recurring budgets (weekly, monthly, yearly, custom, etc.).
One-time budgets do not support rollover, since they are designed for specific time-bound tracking (e.g., weddings, vacations).
TimelyBills will then automatically track and apply rollover amounts based on your actual spending, including any changes due to expenses, incomes, or transfers.

Still facing issues?

If rollover isn't working as expected, please contact our support team at support@timelybills.app, and we’ll assist you promptly.