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Can you expand on the work around? I'm not aware of that. I'm at the point of doing something even if it's a work around.This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
Are you looking for reports...or budgeting, that contain transfers?This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
I was asking for budgeting. I use that feature all the time in the Windows version. I have monthly budget categories for transfers from one account to another.This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
I tried the proposed workarounds and they don't seem to work, at least I couldn't get it and I think I am savvy enough to have figured it outThis reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
I DID mention that the workaround doesn't work with Budgets...right?This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
your point may have been obscured by the fact that this thread is about budgets, not reports.This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
He asked what the workaround was. I gave it to him.This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
I agree. I despise that Quicken Mac has been designed to exclude the option to include transfers in category reports and the budgets.This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
And they are aware of this but need to prioritize. See this latest comment by Quicken Marcus to give you some context/perspective of what they have to deal with:This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
Don’t care. This is something that should have been instituted from Day 1 when Quicken Mac beyond 2007 was released.This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
Well, this feature is the 2nd highest requested on this forum, only after Loan Amortization (which is only partially implemented) (or maybe 3rd if you consider the cumulative votes for report types and features, which would place them in 2nd or even 1st place).This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
Also, just to keep things accurate, there was no Quicken Mac 2014; 2015 was the first release of the new generation of Quicken Mac — and it was woefully incomplete. The 12-month budget feature,This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
Everyone should also recognize that Quicken.com was purchased from Intuit by the original founders and they have publicly committed to the Mac platform numerous times and are explicitly investing in the Mac product. While the Quicken team inherited a woefully incomplete Mac product/codebase, the evidence of their commitment is multiple Mac releases that included end-user features even though the team was inundated with large technology-separation tasks (building out a new Quicken.com cloud, subscription model, etc.) The Mac release cadence has also increased to a refreshing level of minor and patch releases interleaved with more substantial major releases.This reply was created from a merged topic originally titled Budget Transfers and Credit Card Payments?.
I know this has been discussed on here before, but I want to raise it again to let Quicken know how much of a NECESSITY this "feature" is. In Quicken for Mac, transfers do not show up in budgets. This means savings transfers, credit card payments, etc., cannot be budgeted for -- yet these make up probably half of my actual budget.
I get there's a workaround (show the transfer column, use a non-transfer category, etc.), but that's clunky and shouldn't at all be necessary.
Can someone from Quicken please let us know whether this is something that's being worked on, and what the ETA is?
This is fundamental! The whole point of showing progress against budget is LOST if you don't have this!!! Other free budget software does this, I hate having to use something else manual rather than just have it integrated with my Quicken. Real disappointment.You can also VOTE for the related feature to Include or Exclude Accounts on Budgets, here:
https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-accounts-on-bu...
Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of each one, your vote will NOT be counted!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Well, just for the sake of accuracy, the 12-month budgeting feature didn't exist in Quicken 2015, and didn't appear until midway through the Quicken 2016 product year, in May 2019. So it's really a little more than two years since the budget feature was introduced. In the time since, a number of improvements to budgets have been made, including the ability to print a budget which was missing from the original release.This may be the most voted for thread and yet no action from the developers. I want to include withdrawals from my brokerage account as income in my annual budgeting, but QM nulls out the withdrawal because it is transferred INTO another of my accounts. This just seems like such a basic need in a program that claims to do budgeting.
Before finding this thread, I just spent a couple of hours looking for a work around that makes sense to me. I've seen suggested work arounds but the cost/benefit of doing the work-- and possibly having to undo all the work if this ever gets fixed-- doesn't seem worth it to me.
I agree, a major issue, it affects mortgage and credit cards in my budget, 2 significant items. Can’t use the budget figureYou can also VOTE for the related feature to Include or Exclude Accounts on Budgets, here:
https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-accounts-on-bu...
Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of each one, your vote will NOT be counted!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
One of the big obstacles for Quicken working on this has only recently been addressed, that is the complete backend rework of budgets syncing with Quicken Mobile. This was needed as a result of separation from Intuit.This reply was created from a merged topic originally titled Feature Request: Budget tracking of transfers to savings accounts.
*** I ORIGINALLY POSTED THIS 4 YEARS AGO. EDITED AND REPOSTED. ***
*** DESIRED CAPABILITY STILL NEEDED! ***
Bottom Line: Even Quicken 2012 (Windows) has advanced budgeting features that allow "transfers out" to be tracked in your budget. This simple feature is essential and must be added to Quicken for Mac. It's been a long time request from multiple users!
Explanation: The correct way to account for a savings transfer - as many users already know - is to categorize these fund transactions as transfers in both accounts (out of checking, into savings). This way, the "Net" income/expense is properly accounted for. A work around would be to categorize the transfer as an expense so it shows up in my monthly budget, but then my "Net" summary for all my accounts would be improperly summarized. To keep the "Net" summary accurate while still allowing the user to account for the savings transfers in a monthly budget, Quicken 2012 allowed the user more customizable options; i.e., the "transfer out" feature under advanced budgeting.
Implementation: This feature could be implemented in Quicken for Mac in a similar fashion or it could be added in a new and unique way (e.g. a check box under the savings account's settings that would allow transfers to be counted in the budget). I really have no UI preference, I simply want to be able to include my transfers to my savings accounts in my monthly budget. Why? It's the way I think most of us mentally attack our budgets - I know how much I make in a month and I want to compare that against how much I'm spending & transferring out (not just spending).
I encourage all users to keep voting and requesting this necessary Budget feature for Quicken for Mac.
Suggesting post on this request worth following:
https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-transfers-on-b...
2019 is out and I'm still using a 2007 - 12 years later because they can't or don't want to fix this budget problem.This reply was created from a merged topic originally titled Feature Request: Budget tracking of transfers to savings accounts.
*** I ORIGINALLY POSTED THIS 4 YEARS AGO. EDITED AND REPOSTED. ***
*** DESIRED CAPABILITY STILL NEEDED! ***
Bottom Line: Even Quicken 2012 (Windows) has advanced budgeting features that allow "transfers out" to be tracked in your budget. This simple feature is essential and must be added to Quicken for Mac. It's been a long time request from multiple users!
Explanation: The correct way to account for a savings transfer - as many users already know - is to categorize these fund transactions as transfers in both accounts (out of checking, into savings). This way, the "Net" income/expense is properly accounted for. A work around would be to categorize the transfer as an expense so it shows up in my monthly budget, but then my "Net" summary for all my accounts would be improperly summarized. To keep the "Net" summary accurate while still allowing the user to account for the savings transfers in a monthly budget, Quicken 2012 allowed the user more customizable options; i.e., the "transfer out" feature under advanced budgeting.
Implementation: This feature could be implemented in Quicken for Mac in a similar fashion or it could be added in a new and unique way (e.g. a check box under the savings account's settings that would allow transfers to be counted in the budget). I really have no UI preference, I simply want to be able to include my transfers to my savings accounts in my monthly budget. Why? It's the way I think most of us mentally attack our budgets - I know how much I make in a month and I want to compare that against how much I'm spending & transferring out (not just spending).
I encourage all users to keep voting and requesting this necessary Budget feature for Quicken for Mac.
Suggesting post on this request worth following:
https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-transfers-on-b...
Les, if you read the comments above in this thread, you'll see that it's neither "don't want to" nor "can't" -- the product manager last fall acknowledged this as a top issue for Quicken Mac customers, and publicly have committed to fixing this aspect of budget functionality. (It's quite rare for him to pre-announce a feature they will definitely work on changing.) I won't write here about all the stops, starts, and twists of direction in the development of Quicken for Mac since Quicken 2007 came out. What's relevant is that they've committed to developing this functionality. The product manager explained last year that they couldn't start on that project until the re-write of the mobile app was complete a few months ago, but there's every reason to now expect this functionality to come too the Mac product in the short-term future. We don't know exactly what that will be, but I'd guess within the next half year, and likely sooner.This reply was created from a merged topic originally titled Feature Request: Budget tracking of transfers to savings accounts.
*** I ORIGINALLY POSTED THIS 4 YEARS AGO. EDITED AND REPOSTED. ***
*** DESIRED CAPABILITY STILL NEEDED! ***
Bottom Line: Even Quicken 2012 (Windows) has advanced budgeting features that allow "transfers out" to be tracked in your budget. This simple feature is essential and must be added to Quicken for Mac. It's been a long time request from multiple users!
Explanation: The correct way to account for a savings transfer - as many users already know - is to categorize these fund transactions as transfers in both accounts (out of checking, into savings). This way, the "Net" income/expense is properly accounted for. A work around would be to categorize the transfer as an expense so it shows up in my monthly budget, but then my "Net" summary for all my accounts would be improperly summarized. To keep the "Net" summary accurate while still allowing the user to account for the savings transfers in a monthly budget, Quicken 2012 allowed the user more customizable options; i.e., the "transfer out" feature under advanced budgeting.
Implementation: This feature could be implemented in Quicken for Mac in a similar fashion or it could be added in a new and unique way (e.g. a check box under the savings account's settings that would allow transfers to be counted in the budget). I really have no UI preference, I simply want to be able to include my transfers to my savings accounts in my monthly budget. Why? It's the way I think most of us mentally attack our budgets - I know how much I make in a month and I want to compare that against how much I'm spending & transferring out (not just spending).
I encourage all users to keep voting and requesting this necessary Budget feature for Quicken for Mac.
Suggesting post on this request worth following:
https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-transfers-on-b...
In older versions of Quicken, you could select in your budget to include certain specific total loan payments - like mortgage and car payment. In my budget, I need to include the total loan payment and not just the interest / taxes etc.This feature, when implemented, must be flexible enough to enable/disable transfer from the budget on an account-by-account basis. (Since being able to select accounts for budgets is a feature request Quicken has not yet implemented, I suspect it's why including/'excluding transfers has also not yet been implemented.) Here's why: a transfer to pay your credit card bill should NOT be included int he budget, because you already have all the individual expense transactions in your credit account reflected in the budget. But a transfer to pay down a loan SHOULD be included i your budget, since it's money coming out of your cash flow every month. And you might want the option to include transfers to a retirement or non-retirement savings account in your budget, too, if you set a plan for savings and want to make sure you stick to it. So making ALL transfers show up in the budget won't work; it has to be implemented so it can be done on an account-by-account basis.
Betty, it's not that they can't figure out how to do it, it's simply (or perhaps not so simply) a matter of juggling their limited personnel/time resources to address a lot of things users are asking them to change/fix/enhance with the program.This feature, when implemented, must be flexible enough to enable/disable transfer from the budget on an account-by-account basis. (Since being able to select accounts for budgets is a feature request Quicken has not yet implemented, I suspect it's why including/'excluding transfers has also not yet been implemented.) Here's why: a transfer to pay your credit card bill should NOT be included int he budget, because you already have all the individual expense transactions in your credit account reflected in the budget. But a transfer to pay down a loan SHOULD be included i your budget, since it's money coming out of your cash flow every month. And you might want the option to include transfers to a retirement or non-retirement savings account in your budget, too, if you set a plan for savings and want to make sure you stick to it. So making ALL transfers show up in the budget won't work; it has to be implemented so it can be done on an account-by-account basis.