I want to be able to look back at the prior months of the year and see how my Actual Monthly Income & Expenses measured up against my Planned Budget for that category in those prior months. Was I successful in meeting my budget or not? I don't want that information to disappear and get wiped out in an irretrievable fashion!

There must be a LOT of people that want to have the Budget Amount remain FIXED, like I'm describing! Am I right?

In fact, I can't see any reason at all why I would want the Monthly Budget Amount to change once the month is past. (There must be some reason someone thinks it's a good idea …. because that's the way Budgets has been programmed to operate.) But please don't explain this "reason" to me, because I'm not interested in having it operate that way at all: I think that method sucks. If it is such a vital need for some people to have the Budget Amount wiped out, then allow us to have a CHOICE as to which method we would like to have for ourselves by making this behavior controllable by a SETTING (or maybe a TOOGLE switch).

A BUDGET AMOUNT that disappears on you is …… well, ridiculous. Sorry to have to be so blunt!

Right now, your entire Budget Section is worthless to me!

How long is it going to take to fix this basic fundamental problem in Budgets!?! Please give me a timeframe on this. (It can't be that hard to fix.)

Summary
Please add an option within report customization that allows users to include future-dated scheduled transactions and budgeted category amounts in reports via a simple toggle (on/off). This would extend the strong capabilities of Quicken for Mac reporting to support forward-looking financial planning, not just historical analysis.

Problem / Gap
Currently, Quicken for Mac provides:

• Excellent reporting for historical data
• A useful projected balance view for accounts

However, there is no way to generate a report that:

• Aggregates future scheduled income and expenses, including split transactions (e.g., payroll with federal tax withholding)
• Summarizes forecasted totals by category, such as total federal tax withholding over a future period
• Incorporates budgeted category values into report outputs

This creates a disconnect between planning tools (budget, scheduled transactions, projected balances) and reporting.

Why This Matters
A key real-world example is federal tax withholding forecasting:

• Many users rely on paycheck splits to track withholding
• Avoiding IRS penalties requires visibility into year-to-date + projected withholding totals
• Currently, there is no straightforward way to report on this without manual work

More broadly, users need to answer questions like:

• “How much federal tax will be withheld by year-end based on current payroll?”
• “How much discretionary money will I have available for a vacation after planned expenses?”

These are not edge cases—they are core personal finance planning needs.

Impact of Not Having This Feature

• Requires manual aggregation or external spreadsheets
• Increases risk of tax underpayment penalties due to lack of visibility
• Reduces trust in reports as a complete financial picture
• Forces users to reconcile multiple tools (budget vs reports vs projections)
• Makes Quicken less competitive as a forward-planning tool

Proposed Solution
Add a “Include Future Data” toggle in report customization with options such as:

• Include scheduled transactions (within selected date range)
• Include budgeted amounts by category
• Option to include or exclude reminders not yet entered
• Maintain clear distinction (e.g., flagged or labeled as projected vs actual)

Benefits

• Enables true forecast reporting by category (including tax withholding)
• Supports tax planning and compliance, helping users avoid penalties
• Improves decision-making for discretionary spending (travel, large purchases, etc.)
• Leverages existing Quicken data (no new data entry required)
• Aligns reporting with how users actually plan finances—forward-looking, not just retrospective

Why This Should Be Prioritized
This feature builds directly on existing capabilities (scheduled transactions, budgets, reports) and connects them in a way users already expect. It would significantly enhance the practical value of Quicken for Mac for both everyday users and those managing more complex financial planning.

If this would improve your workflow, please consider upvoting so it gains visibility.

• either the budget carries a warning that any transactions that have more than one tag and appear on the budget will be double counted, (not terribly useful but better than nothing)
• or the program goes the extra step to warn the user if it found cross-tagged transactions that are being double-counted but nothing else (again, not great but better than nothing)
• or even one step further, for any row where cross-tags are detected, those fields are highlighted (coloured, formatted, etc) to show where the double-counting is taking place; this would give the user a visual cue as to where approximately the cross-tagging exists. 
• or one step further, the user can be given the option to not display subtotal or total for those lines or columns; again enhancing the visual cue.

Whichever way, I cannot see any program knowing what to do beyond that; it would be up to the user to decide how best to handle that. In some cases, it may be as simple as the user choosing to not display subtotals and/or totals (QM2007 had the functionality to choose your columns, including which subtotals and totals to display in reports; the same could apply to budgets), or the user would have to decide if that cross-tagging makes sense for the transactions involved and clean it up.

The user should be able to do the classification themselves. Of course, being able to include the classification field in reports would also be helpful.

Thank you....love the Mac version...i switched from Windows and have never looked back...

I love Quicken and have been a loyal customer for more than 30 years. Good Job!

But, as things normally are, there has always been a little thing that I think could be improved. So pardon me while I stuggle to explain what that is…..

I religiously use the "Budget Bar Graph" to track my spending. It has a lot of nice features and I appreciate it. As I am sure you are aware, the set-up shows each category having a specific amount of "monthly spending allowance" represented by a horizontal bar that fills in with green as spending accumulates throughout the month. If spending exceeds the budget the bar turns red. That part is excellent as it alerts me to check my spending and note where the overages have occured. This is great!!!

But I think the bar graph's set up is lacking one crucial feature—each of the bars show how much has been spent relative to how much has been budgeted. As such, each budget catagory's bar is shown to have the same lenghth showing only the amount budeted vs the amount spent. Thus each catagory appears (graphically) to have the same value relative both to each other and to the budget as a whole.

But those are two different values… I think it would be much more accurate and useful to dispay each catagory's bar length in proportion to its value in total budget. For example: currently when my $19.00 Entertainment budget is overspent (say, by $1), the bar turns red. The same thing happens when my $275 Utility budget is exceeded (say, by $100). These are obviously different amounts that have different weights, but graphically they are displayed as having the same weight (represented by the bar's length) as each other.

The result is that when my Entertainment and Utilities are both over budget they both look like the same red sore thumbs on the graph even though Utilities is much more importantly overspent (in total cost) relative to Entertainment by a factor 100:1.

If the expense bars were scaled (by length) to reflect their relative value to the total budget it would be much easier to assess my spending at a glance. Right now, toward the end of the month, it ends up skewed to red due to overspending in very low value catagories.

And, of course the opposite applies to the green of the spending. I know I can adjust the budget to get rid of the red, but the bars would still appear to represent equal values.

What say you?

Daniel

The budget display opens with all the income and expense categories expanded, i.e the subcategories are shown. The resulting display is too large and complex for me to comprehend so I normally go through and close them. This allows me to proceed from the simple to the comprehensive when I see a need to do so, i.e. if a category is "out of whack" I expand that category to find out why and I close it once I've resolved the issue.

And of course if you leave the budget to work on an account register when you return to budgeting again there expanded once more

I don't believe there is a setting which allows this. If there is please point me to it.

I understand that others may have a different opinion, but the option do either in a future release would be a good solution.

[Edited title for clarity and discoverability - @jacobs 7/12/21]

Use Case:
I would like the ability to look ahead and forecast end-of-year balances for a specific group of accounts—such as a set of rental property accounts—using the budgeted values for known expenses (e.g., taxes, insurance, and fees). This would help with proactive planning of withdrawals and other spending decisions based on anticipated cash flow.

Here is a sample of a forecast for a group of specific rental properties:

Current Challenge:
Currently, Quicken allows only a single account selection profile at a time. This means I must manually reselect the same 4–5 accounts (from dozens) every time I want to review that particular forecast. There's no support for saving or reusing custom groupings of accounts, and multi-selection is not retained. Once I finish the review, I also have to manually reset everything to return to my general forecast view. This repeated manual process is error-prone and inefficient, especially with a large number of accounts.

Here’s a visual example showing just a portion of my account list—managing this without filtering or saved views becomes tedious.

Suggested Enhancement:
Please allow users to save named account selection sets for use in the Projected Balances view. This would enable:

• Quickly switching between different forecast scenarios (e.g., rental properties, personal spending, investment accounts)
• Reusing customized account groupings without repeating the selection process
• Reducing manual errors and improving the forecasting workflow

FYI, I found there was no category for General Quick Feature. (I use Quicken on Mac)

[Moved to QMac section of the Community]

My goal is to review the budget performance for January - July (last complete month).

The current rollup is skewed because it includes all of August "budgeted" amounts, but only a month-to-date portion of the "actual" spend. If the roll-up were modified and renamed to reflect "January to XXXX (last complete month)", the data would provide a meaningful view of the budget performance for January to XXXX (last completed month).

When will the Quicken Mac version of this graph be made to match the Windows version's functionality? This is a critical feature, which provides insufficient useful info in the Mac version currently.

[Edited to reflect this missing functionality is a requested feature. — jacobs]

It would be very helpful to have a warning in Quicken to help avoid bank fees.

The alert/warning could be simple (pop-up message, color-code, flag, etc.), triggered when the projected balance in an account dips below a configured minimum in the future. This would allow for proper steps to be taken (i.e. money transferred to the account) to avoid the fee ahead of that date.

For example, if I have a checking account where the minimum daily running balance required to avoid a monthly fee is $1,500, I would like Quicken to alert me when my projected balance dips below that amount. I can then set up a transfer from a savings account to ensure the checking account is properly funded to avoid actually dipping below the minimum balance and incurring a fee.