CWatsonJr wrote:My original question still stands then - how do I split up the carryover (which is positive)? My total estimated does not include my carryover. If I add the carryover to any of my quarters, then my total will be higher than my total estimated.
I don't understand your question. You only estimate quarters
for which you have not yet received your actual allocation. So the phrase "total estimated" doesn't make sense. The only total that is important is the only total that is shown on the View/Edit Budget screen, which is the total of your carryover, Q1 actual, and three estimates (at this point in the year): Q2, Q3, and Q4. As I have shown, that grand total does
include the carryover.
Assuming you have entered reasonable estimates for Q2, Q3, and Q4, the key figure for you to look at is the Difference displayed at the bottom of the View/Edit Budget screen. If that number is zero, or reasonably close, then your organizational budgets already consume the available funds -- you're done. If that number is a large positive, then you have the option of increasing organizational budgets to use those unallocated funds. If that number is a large negative, then you need to reduce organizational budgets (but that doesn't seem to be your case).
But here's another way to look at this. If somehow your organization budgets total to a figure that doesn't include the carryover, then just don't worry about it. Since you have a positive carryover, one school of thought is that you should operate on what you estimate will come in over the course of 2012, without the carryover. That way you have the carryover as a cushion against unexpected expenses, or lower than estimated actual allocations in the remaining quarters of the year. With this approach, you also don't run the risk of having an extra generous 2012 and set expectations that won't be met in 2013 when you might not have a carryover.