Rollover Budget lets you carry unused budget into the next month for the categories you choose.

If you spend less than your budget, the remaining amount is added to next month's budget. If you spend more than your budget, the overage is deducted from next month's budget.

Example

You budget $500 for Dining Out.

• You spend $400 → $100 rolls over, so next month's budget is $600.
• You spend $550 → -$50 rolls over, so next month's budget is $450.

Before You Start

Rollover Budget is available when:

• You're using a monthly budget
• You have at least one category with a budget assigned

Weekly and biweekly budgets don't support rollover.

Turn On Rollover Budget

1. Open Spending and go to Budget.
2. Select Enable rollover from the Budget summary, or open the three-dot menu on a budgeted category and choose Edit rollover categories.
3. Turn on Enable rollover.
4. Choose which categories should roll over.
5. Select Save.

Rollover starts with the following month's budget.

How It Works

Each month, Origin carries your remaining balance forward for every category with rollover enabled.

• Under budget: Remaining money is added to next month's budget.
• Over budget: The amount overspent is deducted from next month's budget.

Your available budget always includes:

Monthly Budget + Rolled Over Amount

Where You'll See Rollover

After rollover is enabled, you'll see it throughout your budget.

• A Rolled over indicator beneath the Budget donut
• A Rolled over funds section inside each enabled category
• Past months display Left to rollover instead of Left to spend when money will carry forward

Manage Rollover

Change Which Categories Roll Over

1. Open Edit rollover categories.
2. Turn categories on or off.
3. Select Save.

Clear Rolled Over Funds

You can reset rollover balances at any time during the current month.

To clear all rollover funds:

1. Open the three-dot menu next to Rolled over funds.
2. Choose Clear rollover funds.
3. Confirm.

You can also clear rollover for an individual category from that category's detail page.

Note: Clearing rollover funds permanently removes the current rollover balance.

Turn Off Rollover

1. Open Edit rollover categories.
2. Turn Enable rollover off.
3. Select Save.

Unused budget will no longer carry into future months.

Frequently Asked Questions

Why don't I see the Enable rollover option?

Rollover is only available for monthly budgets with at least one budgeted category.

Why is my rollover amount $0?

Rollover begins after the month in which you enable it. Your first rollover amount appears the following month.

Can I use rollover with weekly budgets?

No. Rollover only works with monthly budgets.

Can I edit rollover for past months?

No. Rollover settings and balances can only be managed for the current month.

Do new categories automatically roll over?

No. If you add a new budget category, you'll need to enable rollover for that category separately.