Just to add - like others - this is a feature so integral to many of our line items that we won’t be able to use Rocket without great frustration and will end up cancelling. I haven’t seen any response from Rocket either that indicates there is recognition that this issue is widely desired and practical, nor any explanation as to why it isn’t offered. At the very least, have someone put together suggested work arounds to communicate to your users who request the function so we can decide if the value Rocket does provide is worth the hassle of what it doesn’t.

Not to be obnoxious about this but it occurred to me that perhaps I could use the goals feature for anything that might have a rollover. It seemed a slightly annoying work around but possible since we like so much else about Rocket. And then I discovered that rocket actually stores your month from your bank account into their own savings account. So then I used the contact us option and asked their AI tool for any ideas on how to manage quarterly budgets or variable line items. The options were either manually keeping notes and adjusting each month or try using goals. It occurred to me that there isn’t really any incentive for Rocket Money to add a rollover feature if the only automated alternative has its own financial incentive for the company. I’m sure they gain some kind of interest or financial kick back from the savings accounts used for goals. Hopefully I’m wrong, but if this is remotely the reason why they haven’t added such a normal feature to an otherwise very robust tool, then I’m doubly disappointed and definitely inclined to cancel.