Future targets & rollover

Set future targets and manage budget rollover in one place

Future targets

You can define your target budget up to 12 months in advance for both accounts and budget groups. There is also an option to upload 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.

You'll find both settings as icons directly underneath your monthly target amount, on the Budget > Manage screen and inside the Monthly target column on the Budgets > Budget groups screen. A solid icon means the feature is set up; a greyed-out icon means it isn't. Click either icon to open its settings.

You'll need to define an initial monthly target to enable future targets. Until you do, both icons stay greyed out and won't open when clicked.

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.

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