Why doesn't a budget account carry-over properly?

I have setup a number of budget accounts on mint that I carry-over each month. The problem is if I write a check or some other expense near the end of the month, but don't login right away to set the correct category. Later, after the new month has begun, I will login and select the proper expense category for that transaction, but the problem is the accounts have already rolled over and it carries over a big surplus, which isn't correct. You can see that the expense has been categorized under the right account now, but it doesn't change what was carried over, so the account doesn't show the right information.

For example: $100 budget/month for insurance which is set to carry over. Pay $90 on 1/20/15 by check. It initially is set as CHECK. Login on 2/2/15 and see that the insurance budget account has carried over an unspent amount of $80. When you fix the $90 transaction to be for insurance, it works, but it does not affect the carryover, so it still says that $80 was carried over as unspent, instead of saying it actually carried over an over-spending of $10.

Answer

kropferie,

I apologize for any inconvenience caused by the way that budgets are behaving in Mint.  It does seem that changes should be effecting the roll-over even if adjusted later.  Sometimes adjustments don't update in Budgets or Trends right away, but if you're still not seeing any change after a few days, please use the Contact Mint form to report the issue to our support team for further investigation:  https://www.mint.com/help/#more-help

Regards,
Jessie

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