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You should seriously consider the first item in this list above about managing transfers on budgets too.Transfers present a real problem. I transfer money from a MM account to my checking account. My budget shows it as income, but because I cannot 'unselect' my MM account, the transfers cancel out to 0. This is an example of why we need to support this idea.
Please vote.
The following are some additional organized highlights of the many feature requests you will find:I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.
To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.
- Restore Transactions Downloading Acceptance and Matching workflow
- Option to Have Debits and Credits Tallied Separately for Reconciliation Process
- Add ability to track/store Prior Reconciled Statements/periods
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- Add QuickMath functionality
- True multi-currency conversion support
- many requests for configuration options
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
really do need to pick specific accounts in certain reportsI also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.
To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.
- Restore Transactions Downloading Acceptance and Matching workflow
- Option to Have Debits and Credits Tallied Separately for Reconciliation Process
- Add ability to track/store Prior Reconciled Statements/periods
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- Add QuickMath functionality
- True multi-currency conversion support
- many requests for configuration options
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
In 4.5.2, it's the only way to track the mortgage using the bill reminder setup through the mortgage loan account.I voted for this feature as well - please allow the payments Mortgage and any loans to be seen in Budget - (again - similar to WIN)
@tom earnest I think what you are looking for isWhat you suggest is not a fix. I want to have all my accounts visible and updated by Quicken and to be able to budget transactions that go from my checking account into another account.
Thank you Helen - this is a very helpful "work around".Keith, I totally agree with you and think I have found the solution. To make sure only the accounts you want to show on the budget are correct, go to "Accounts" in the tool bar at the top of your screen and select "hide and show accounts". In the reports column on the far right, check all the accounts you DO NOT WANT TO SHOW UP ON YOUR BUDGET. If you want an account to show up, make sure it is "unchecked" in the reports Column. Make sure you see the note at the bottom left of this Hide and Show Accounts window which says: "Transactions will not download to accounts that have been hidden in Lists (the column to the right of reports). If you want an account to download from your bank, you must make sure it is not checked in Lists. I hope this helps.
Agree. Not being able to choose which accounts a budget is associated with is becoming a deal-breaker for me.Without this feature - the budget reporting is not at all useful for me because at least four or five major budget items are affected and the yearly and reporting values are thrown off. Back to excel
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Does not work. I hid reports on my Roth and it still shows 0 paid in the budget. On drill-down it shows the correct amount, so budget ignores the 'report' setting.Keith, I totally agree with you and think I have found the solution. To make sure only the accounts you want to show on the budget are correct, go to "Accounts" in the tool bar at the top of your screen and select "hide and show accounts". In the reports column on the far right, check all the accounts you DO NOT WANT TO SHOW UP ON YOUR BUDGET. If you want an account to show up, make sure it is "unchecked" in the reports Column. Make sure you see the note at the bottom left of this Hide and Show Accounts window which says: "Transactions will not download to accounts that have been hidden in Lists (the column to the right of reports). If you want an account to download from your bank, you must make sure it is not checked in Lists. I hope this helps.
Please read this comment from Quicken Marcus that explains why...I voted for this feature as well - please allow the payments Mortgage and any loans to be seen in Budget - (again - similar to WIN)
I'm not defending his statements, just passing it along...and it simply looks like they placed all issues regarding budgets, given the greater context of what they are trying to address and accomplish.I voted for this feature as well - please allow the payments Mortgage and any loans to be seen in Budget - (again - similar to WIN)
No it is not. It works on some of my accounts but not others. The reason for this? Quicken supported it up to around 2010 but stopped. If it was budgeted prior, then it is still there. Anything new has the whole budgeting modular hosed.I believe this feature is available in the Windows version. I should be able to create individual budgets for one or more accounts. Without this feature, it makes the budget function sort of useless and I'm not upgrading until they add this functionality.
Why on earth would Quicken stop the budget module in 2010. The software is a personal financial program. Budgets are a MUST ! New quicken owners--show your support to those of us who have spent our money on your software and are depending on you to fix major issues. This is a need, not a fancy issue.I believe this feature is available in the Windows version. I should be able to create individual budgets for one or more accounts. Without this feature, it makes the budget function sort of useless and I'm not upgrading until they add this functionality.
Folks, Quicken did not stop the budget module...Quicken had to rebuild the software from scratch and have continuously been trying to add back in many of the features that exists in older versions. So if there is a feature missing, it is simply because they have not gotten around to implementing it.I believe this feature is available in the Windows version. I should be able to create individual budgets for one or more accounts. Without this feature, it makes the budget function sort of useless and I'm not upgrading until they add this functionality.
Having worked on HW and SW teams for many years, I’ve been on the receiving end of suggestions for “easy fixes” that were nothing close to that. I expect that if it were indeed easy, it would already be done. After all, what is to be gained by denying customers a highly sought after feature if it were easily implemented?I believe this feature is available in the Windows version. I should be able to create individual budgets for one or more accounts. Without this feature, it makes the budget function sort of useless and I'm not upgrading until they add this functionality.
YES, please add transfers capability to budgets (including related reports). I've been stressing over how to do that very thing for my monthly mortgage interest and principal payments linked to a loan account. Since a home mortgage is ofter the biggest/BASIC monthly expense to plan for and track in personal finance software.You can now VOTE for the feature to Include or Exclude Transfers on Budgets, here:
https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-transfers-on-b...
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.)