> For the complete documentation index, see [llms.txt](https://docs.adalysis.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.adalysis.com/tools/budget/future-targets-and-rollover.md).

# Future targets & rollover

### Future targets

You can define your target budget up to 12 months in advance for both accounts and [budget groups](/tools/budget/budget-groups.md). There is also an option to [upload ](/tools/budget/bulk-updates.md)targets in a CSV file for up to three months in advance.

Adalysis will set the specified targets on the first day of the month.

{% hint style="info" %}
You'll need to define an initial monthly target to enable future targets.
{% endhint %}

<figure><img src="/files/evCf1FkijdT0pOjlCHIB" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ODHSyS5lpFM3D1HWjK43" alt="" width="305"><figcaption></figcaption></figure>

### Rollover

Rollover lets you specify how underspent and/or overspent budget should be allocated in the following month. This setting is available for accounts and budget groups.

<figure><img src="/files/ZYamG1wwWVNo2VkAc0ll" alt=""><figcaption></figcaption></figure>

You can also set up an email reminder to be sent the rollover amount at the start of each month.

<figure><img src="/files/p8uae2hKrIBJYhqBfGnI" alt="" width="376"><figcaption></figcaption></figure>


---

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