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How to Perform a Rollover in MoneySMARTS 2.0 | Step-by-Step Guide

Managing your finances has never been easier with the new MoneySMARTS 2.0 update on the Moorr platform. In this guide, we’ll walk you through the process of performing a rollover—a key feature that allows users to start fresh periods and update account balances seamlessly. Say goodbye to repetitive data entry and hello to smarter financial management!

 

What is a Rollover in MoneySMARTS 2.0?

A rollover lets you transition smoothly from one financial period to the next, ensuring that all your accounts and expenses are accurately tracked. Whether you want to adjust the start date or roll into a new period, MoneySMARTS 2.0 gives you complete control. Please note that this Rollover feature is only available on webapp. That’s because the annual rollover requires more input from the user and in order to ensure a smooth and ideal experience, it’s better to do the rollover on the webapp instead of a limited screenspace on the mobile.

For a detailed walkthrough, watch our step-by-step video tutorial:

 

Step-by-Step: How to Perform a Rollover

  1. Select the Rollover Option:
    Click on the Rollover button at the top of the MoneySMARTS page to get started.
  2. Choose a New Start Date:
    The system will prompt you to select a start date for your new period, which does not need to follow immediately from the previous one.
  3. Update Management Jars:
    Adjust balances and add new expense items across all jars, including:

    • Living and Lifestyle Account
    • Credit Card Payments
    • Provisions and Direct Payments
  4. Make Changes to Balances:
    Enter updated values (e.g., increase internet, subscriptions, or insurance costs by $10) to reflect your latest financial activity.
  5. Historical Change Log:
    Each update is recorded in the historical log, ensuring you maintain a clear record of changes made on specific dates.

 

Why Rollover Matters

Rollover functionality in MoneySMARTS 2.0 ensures that:

  • You only need to update account balances once, preventing double entry.
  • All your financial data is preserved historically, giving you a clear picture of each period’s performance.
  • The platform is ready for future automation, making financial management even easier down the track.

 

Take Control of Your Finances with MoneySMARTS 2.0

Ready to streamline your budgeting and financial management? Explore the new MoneySMARTS 2.0 features on Moorr today and get started with your first rollover!

📲 Explore Moorr here: Download the app on iOS here and Android here.

 

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