Improve the Bill Reminders (Cash Flow Forecast/Projected Balance) in Quicken Mac (95 Legacy Votes)

smayer97

The Bill Reminders graph needs several improvements, to bring in some missing features from past versions of Quicken and some new ones, as follows:

• restore ability to open graph in separate window (often need to keep this open while working in other parts of Quicken) (as in QM2016)
• provide option to NOT display the graph (some just want to see the list)
• provide option to open graph alone and list of reminders in two separate windows (as in QM2007). This would enable sizing the window separately for graph vs list (often need the graph much wider than the list...the two combined takes up too much screen space)
• link to Calendar - double-clicking on a data point should take you to that date on the calendar (as in QM2007)
• add option to graph for 18 and 24 months (sometimes need to see effect of repeating transactions into the next year)
• Add Frequency to selectable fields for list of transactions (as in example from QM2007) 
• add selectable flag/tag of "Bill", "Deposit", "Paycheck", "Other" to scheduled transaction entries. Then add the option to display the list of reminders grouped by these flags, still allowing to sort by the displayed fields within that grouping (see example below from QM2007)         
• allow adding extra one-time and monthly transactions (pro-rated daily) directly to the graph (as in example from QM2007)                                                                                      
  
• Enable creating several forecast graphs for different accounts (as in QWin)

(I depend on this feature almost daily, as I see many other users do as well.)


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smayer97

Forgot to emphasize on the 3rd bullet,

•  provide option to open graph alone and list of reminders in two separate windows

having separate windows should allow having separate criteria, so the graph can be set to show for one set of accounts and the list of reminders set to show a different set of transactions, not related to the graph. THIS IS IMPORTANT.

Forgot to include that the date needs to be included in the pop-up data when you single-click on a data point.

JOHN M MALONEY

THANKS I HAVE VOTED.  I PERSONALLY FEEL GIVE THE CUSTOMER THE OPTION IF HE/SHE WANTS GRAPH.  IT DOES TAKE UP TOO MUCH SPACE IN BILL REMINDERS.  

smayer97

BTW, if it is easy enough to do, make the time period user definable, so users can enter any # of months desired.

smayer97

You may want to add your VOTE to the related request to Rename Bill Reminders (aka Scheduled Reminders).

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

smayer97

You may want to add your VOTE to the related request to Include Check # in Scheduled Transactions. 

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

smayer97

You may want to add your VOTE to the related request for Credit card balances should be reflected in Bill Reminders (dynamically update).

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

Sue

Thanks for posting this.  I really just want to be able to turn OFF the graph.  

smayer97

You may want to add your VOTE to the related request for Bill Splits with Transfers Should NOT be shown as Additional Bill Reminders.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

smayer97

You may want to add your VOTE to the related request for Remove Bolded "Split" in Upcoming Bill Reminders.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

smayer97

 This IDEA has been added to the:

• List of Requests for User Interface Options and Features
• List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)

You may want to click on each underlined link, then follow the instructions on each page to add your vote to more related ideas.

Patrick

smayer97 (QM2007, CDN user since '92) said:

Forgot to emphasize on the 3rd bullet,

•  provide option to open graph alone and list of reminders in two separate windows

having separate windows should allow having separate criteria, so the graph can be set to show for one set of accounts and the list of reminders set to show a different set of transactions, not related to the graph. THIS IS IMPORTANT.

Forgot to include that the date needs to be included in the pop-up data when you single-click on a data point.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

YES.  This is THE missing feature:)  the Projected Balances graph is a really great tool but it should ALSO be able to handle PAST date intervals and just show ACTUAL Balances - rename the thing to "Actual and Projected Balances" and get over it.  Why on earth it must start with today is just another of those great intuit mysteries that we just marvel at... shaking our collective heads with the realization that someone actually thought that was a good idea... yup.

JOHN M MALONEY

i would prefer the option of removing it.   Customers should have that choice.  to me it is really not necessary.  

smayer97

@John M Maloney I agree there should be the option to hide the graph at a minimum. Ideally, it should be in its own window so selection criteria can be set independently from the list of entries.
It may not be necessary for you but some people are more visual and a graph helps see the changing balances in a more meaningful way to them.

smayer97

@Patrick what do you mean by "should ALSO be able to handle PAST date intervals"? Are you referring to still displaying the list of transactions that have past but not been marked as paid or something else? And what do you mean by show ACTUAL balances? ACTUAL balance is solely only valid as of today. Beyond that, it is a projected balance.

Sue

I would like to be able to look at bills/transactions I've already paid, like I was able to in QWin 2015.  Sometimes I want to look back at paid bills to see what date they got entered on, especially because sometimes I enter it and forget to change the date I'm entering it, and then I have to go search my register for it.  I used to be able to go see past scheduled transactions, and then on that line, it gave me the option to Go to Register. That was super helpful.  

Also, a window used to come up when I went to pay a bill, and I could enter the date and the amount paid. For example, my phone bills are a different amount every month, so when I went to record it, the dialog would come up, I would enter the amount of the bill, and then record it.  It's frustrating to have to mark it Paid then go find it in the Register and update the amount.

smayer97

Yes those are good features. For the last one, you can add your VOTE to Add Ability to Edit First Transaction in Bill Reminder (Schedule Transactions) Series Without Changing the Rest

You may want to add your VOTE to related IDEAS found on the List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)

First, click on each underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THAT feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

AMartin

This graph is useless since it combines many assets to give you a balance......meaningless!!!!!!
I was a 20+ year user of Quicken for Windows. This is not allot better than a checkbook register app.

Sam

Hey Quicken, When are you going to pay attention to this post?  I can't find a LIST of scheduled transactions which was one of my most used features in older versions of Quicken!!!!   I positively hate the current interface and if it is not changed soon will be moving to another bill pay system.

Alex Glusman

The graph is rubbish, of course, but the list of scheduled transactions is now called "Bills" and it's on the top menu. Check it out, it's all there.

smayer97

The graph would not be rubbish if Quicken implemented it with at least the same ease of use and flexibility as QM2007, or better QWin, AND made it independent of the list of Bill Reminders. Let's hope they understand the need and use for these two features.

EricHabib

I have been using the software for over ten years. I despise the graph on the Bill Reminders page. Please give us an option to hide or remove the graph completely. I want to have more space on the screen for viewing the columns below. Thank you.

EricHabib

AMartin said:

This graph is useless since it combines many assets to give you a balance......meaningless!!!!!!
I was a 20+ year user of Quicken for Windows. This is not allot better than a checkbook register app.

The graph is useless. Please remove the graph so I can have more space on the screen to view the columns below.