How do I determine the total amount of budget that is rolled into the following month (for rollover budgets with underspending only)?

For each month, I want to know the total underspending just on "Rollover Budgets with Underspending". I want this number so I can be sure to keep these funds in my checking account (versus investing). 

For example, if I have the following 4 budgets of $1000 each:

  • Budget 1 - spent $1200 of $1000 (over budget - rollover)
  • Budget 2 - spent $1000 of $1000 (on budget)
  • Budget 3 - spent $ 700 of $1000 (under budget - rollover)
  • Budget 4 - spent $ 300 of $1000 (under budget - not rollover)

The total I am looking for is $300 from Budget 3 -- a rollover budget with underspending. I'll be sure to leave this in my checking account (versus transferring to savings or investing) each month. (Other overspending will be handled via next month's budget for rollovers or account surplus for non-rollovers.)

It is easy to calculate when there are 4 budgets, but much harder when there are many budgets.


 

Answer

Hi there,  magnoliab! 


I am a Mint user as well and this feature helps me a lot when managing my budgets every month. What I did was, every time I look at the budgets page of Mint, I always hover over the bars of my budgets category, especially the budgets that has a rollover feature on. 

Then, a pop up will appear to show how much I have spent, and the rolled over amount from the previous months. 

I hope this helps. If not, please let me know so I can find another way for you. 

Thanks! 


Mint Steph

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