Home Quicken for Mac Product Ideas - Quicken for Mac Budgets and Planning Tools (Mac)

Add Ability to Include or Exclude Accounts on Budgets in Quicken for Mac (262 Legacy Votes)

13»

Comments

  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello @GoBears

    Thank you for the response and the additional details.

    This Idea is regarding the ability to include or exclude accounts in the budget.

    This is separate from the ability to include or exclude transfers in the budget.

    There is an ongoing Idea available here regarding the ability to include or exclude transfers.

    This is currently listed as planned but I do not have an ETA to offer at this time.

    I hope this helps to clarify!

    -Quicken Tyka
    -Quicken Tyka
  • jacobsjacobs SuperUser ✭✭✭✭✭
    @GoBears The Quicken Mac product manager has said that allowing transfers in budgets is coming. My assumption is that being able to specify accounts, as incorporated in this 5.17 release, was one of the necessary underlying changes on the road to being able to budget for transfer such as loan payments. 

    He has also said that the ability to assign a Category to a Transfer transaction will be going away in the future. It violates the rules of accounting, but it was necessary in Quicken Mac because the reporting and budgeting controls were too limited. As they have built out those capabilities in reports, and will hopefully follow soon with budgets, they will remove the ability to categorize a transfer.
    QMac 2007 & QMac Subscription • Quicken user since 1993
Sign In or Register to comment.