We’re thrilled to announce the release of our highly requested “Rollover Unused Budget Funds” feature - also known as a cumulative budget or accumulating budget. With this update, any unused portion of your periodic budget will automatically carry over into the next cycle, giving you greater flexibility and control over your spending limits.
In other words, if you’ve allocated $500 for a monthly budget cycle and spend only $300, the remaining $200 will be added on top of the next cycle’s $500 allocation - leaving you with $700 for that subsequent period. No more lost or unused funds at the end of each month!
✅ Simple Toggle to Rollover - Enable or disable rollover functionality with a single toggle in your Budget settings - no complicated setup required.
✅ Automatic Carry Over - Any unused budget at the end of the cycle immediately transfers to the next, saving your team from manual processes or reminders.
✅ Transparent Tracking - A clear indicator in your Budgets page will help you instantly see if a budget is set to roll over, making it easy to manage multiple budgets at a glance.
1. Create or Edit a Budget - Head to the Budgets section in your Weel account. Either create a new budget or open the settings of an existing one.
2. Enable Rollover - In the budget settings, look for the new toggle labeled “Rollover unused funds to the next period.” Turn it on to activate the cumulative/accumulating budget feature.
3. Save and Monitor - Once enabled, the budget will automatically carry over any remaining funds from one cycle into the next. You can disable rollover at any time from the same toggle.
