Add Ability to Include or Exclude Transfers on Budgets in Quicken for Mac (452 Legacy Votes)
smayer97
SuperUser ✭✭✭✭✭
Please add the ability to choose whether to include or exclude transfers in budgets, like in other versions of Quicken.
At the moment, you can categorize transfers but they do not show up in budgets. This feature should also allow control of that and override it as needed.
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At the moment, you can categorize transfers but they do not show up in budgets. This feature should also allow control of that and override it as needed.
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(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
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https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-accounts-on-bu...
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- Where to find a Help Guide for Quicken for Mac?
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
And yes, I voted. :-)
And yes, I voted.
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The following are some of the many feature requests you will find:
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- Add QuickMath functionality
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- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
How useful is a budget if it does not reflect your cashflow?
I just discovered this as I was finishing my conversion to Quicken for Mac 2017 from Quicken Windows. And now it is refund time.
This reply was created from a merged topic originally titled Please add the capacity to budget payments to assets and liability accounts, not ....
Yes I would like to be able to add "TRANSFERS" as Budget categories just as I can in the Windows version (I have both for now until MAC is completely acceptable). This allows the values of the principle mortgage and car loan payments to be seen so my "money left over" is accurate after all other income/expenses are summarized. THANK YOU!!!
Note: This conversation was created from a reply on: Please add the capacity to budget payments to assets and liability accounts, not ....
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
The "long-term" qualifier doesn't provide much hope that this is going to be coming in one of the next few monthly updates, however. But it's huge that the need has been acknowledged, validated and accepted by the developers as something they need to do down the road.
I tried to solve this issue by going into the 529 plans' Settings and selecting "Exclude from Reports" so that the deposit into the 529 plan no longer show up in the reports leaving only the withdrawal from the checking account to appear. It should have worked, but it didn't. The "Actual" amount in the Budget analysis page still shows $0, However, when I click to see the transactions amounting to $0, the transactions are $1400! So, it worked when you drill into the number, but it didn't work in the overall summary page. This seems more like a bug, because I specifically requested to exclude the 529 account from this report, yet it's still being included in the Budget analysis page, but not when drilling into the specifics of the number. All Quicken has to do is to have the Budget analysis page to properly exclude the accounts which were marked to be excluded.
Why is the Quicken for Mac budgeting software not useable like every other budget software? It should simply allow me to allot my money as I want!
Please update this
I hope that this is something the team can add "easily" as all of the underpinnings to support this are there already for other account types.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
This is a real deal breaker for me and makes it difficult for me to use Quicken Mac efficiently and really gives me doubts about continuing with this software.
What I've done is pretty much eliminated transfer entries altogether...which eliminates the feature of "double entry".
I just categorize everything (including categorizing some transactions as "Excluded Amount") in every account register. Then I set up whatever report to not include the category "Excluded Amount" in the report.
Very rudimentary and very non-efficient. Don't know what the Quicken programmers were thinking by not putting this in any of the past four versions.
Not sure I want to sink any more money into Quicken, as their development of Quicken Mac isn't fast enough to meet my needs.