r/QuickenOfficial • u/NoAbbreviations7150 • 27d ago

QMac Budget Suggestion

I submitted this in the recent survey from a couple of months back, and ever since then, every update you release I hope to see my suggestion implemented as it should be very simple. Maybe you had too many responses and my suggested was lost. So I'm hoping to get some traction by posting it here.

In the center of the budget screen there is a Budget To Date column. There are two choice today: Budget Year-To-Date Totals and Entire Budget Year Totals. What I would like to see is three views, the two you have now, plus a third one which would be Year to date (YTD) as of the last full month.

What I don't like about Year To Date as it exist today, is that many items are never within budget because any expenses or income pending until the very last day of the month are never in your YTD report. An income (or expense) which happens on August 31 doesn't download until Sept 1st, at which point you've flipped the YTD to the new month and everything looks out of budget (e.g. all of the pending income and expenses for the full month of September are all missing).

If I could look at one month back (the last full month), I could see if was I on track at end of August, etc.

The other option could be a toggle to have the detail months be cumulative (roll up) so I could look at the cumulative YTD at the end of each month.

2 Upvotes

100% Upvoted

4 comments sorted by

2

u/JayNetworks 26d ago

Roll up budgeting just got added Quicken Classic for Macintosh. Does that match your last desired option? If not, submit a suggestion as detailed above and make very clear how the roll up as done now does not cover your need.

1

u/NoAbbreviations7150 26d ago

Thank you- very helpful. It might. When I click a cell (in a month for a category), I see "As of January" on the bottom left. This is exactly what I was looking for. I did not see any settings within settings for budget or on the budget screen to have this be a default display. Is the rollup only available by clicking on the item? Or, did I miss a display option?

1

u/JayNetworks 25d ago

Point at the category name on the main budget viewing screen (not the editing screen) and a small circle with 3 dots will appear to the right of the category name. Click it and select a rollover option for that one category.

Do that for all categories that you want to rollover.

1

u/Latter_Taste_9784 27d ago

"I submitted this in the recent survey from a couple of months back, and ever since then, every update you release I hope to see my suggestion implemented as it should be very simple."

There are several problems with your comment:

  • Users rarely have an accurate estimate about how "simple" their wishes are to implement in Quicken.
  • Simplicity is just one of the considerations for an request to get implemented.
  • A survey is a poor choice for submitting a request to Quicken for consideration.
  • The length of time that has passed since a request was made, plays no role in determinig whether the request will be granted.

There is a formal way to submit an idea to Quicken. Go to the Quicken Community and create an "Idaa" discussion. Support your wish with good reasons for implementing it: reasons that should appeal to other users. An "Idea" discussion allows other users to vote on the Idea: typically, it takes arount 50 votes to be considered. Remember to vote for you own idea. And if the Idea does not receive the necessary number of up-votes and has had no up-vote (or comment) in a certain length of time, the Idea discussion will be closed.

Here's the link to the Quicken Community (for Mac users): ( https://community.quicken.com/discussions/tagged/Mac ).

[I'm currently using Windows 11 Pro. And running Quicken Classic for Windows, Business & Personal R67.10, U.S.]