Customize budget to permit date range changes (52 Legacy Votes)

Nicholas Dalba

I like to export the budget as a summary variance report each month. Unfortunately, if I do not do it on the exact last day of the month, the budget date changes to the next month and I cannot export the previous month's variance data.

I suggest that there be a customizing feature added to the budget spreadsheet that will permit a change to the date range of the budget month. I am using Quicken 2017 for Mac so I do not know if this applies to Windows.

smayer97

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smayer97

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:

• List of Requests for Report Types
• List of Requests for Report Related Features
  
• Restore Transactions Downloading Acceptance and Matching workflow 
• List of Requests for Reconciliation Process
• List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
  
• Add QuickMath functionality
  
• Loan Amortization
  
• List of Requests Related to Investments
• True multi-currency conversion support
• List of Requests Related to Budgets
  
• List of Requests for Data Entry and Usability Options and Features
  
• List of Requests for User Interface Options and Features
  

and many others.

Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.

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

Paige

This reply was created from a merged topic originally titled QMac 2017: Year-to-date / specific time frame Budget Variance Report or Display.


I have read several posts about the lack of a reasonable, basic budget variance report or view in Quicken 2017 Mac.  Although workarounds have been suggested, it does seem unreasonable that this software does not allow a specific time frame report - such as year-to-date, quarter-to-date or any specified time frame.  This has been going on for years.  Why do thousands of users to have to export and write their own report in excel, when Quicken could write it once and have it available to everyone?  I would also like to see the 1-month view on the Budget tab to have a date range as well, in order to have that nice bar line view for different date ranges instead of only one specific month.  I don't know how to get support for this suggestion out there for people to vote on.  I see voting capability on some posts, but I don't know how they get there.

Helen Mills

Hi Paige - I have posted this request numerous times myself but I, too, find the website not very user friendly when it comes to getting people to vote.  One thing I can tell you about is to e-mail the "Office of the President" which your complaint or question.   You can find that page a thttps://www.quicken.com/about-us/team and then look for the link that says e-mail.  I have used this several times when I've had problems with quicken budget or downloading and they usually call you back within a few hours.  Good luck.

Helen Mills

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

If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.

If you do not click VOTE at the top of the page, your vote will NOT be counted!

Click "Follow" at the top if you want to receive notifications of any updates to this thread. 

I totally agree with the need for this and have voted.  We can't all be at our computers exactly on the last day of the month!  Seems to me it should be a very easy fix.

John0

I see the best way to do this is to be able to click on the month in the top row and have that be the month thru which budget data is shown and calculated otherwise the budget on makes sense on one day of each month.  I get paid in the last week of the month so up to that date the summary make no sense.  Please make this possible as it will solve more than one of the requests being made.

Helen Mills

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

If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.

If you do not click VOTE at the top of the page, your vote will NOT be counted!

Click "Follow" at the top if you want to receive notifications of any updates to this thread. 

my comment above is 8 months old and still no fix for this seemingly simple task.  Come on Quicken - let's do this!

Alfa13

This feature is really necessary and it does appear like a simple fix. I'm using Quicken 18 and this feature has not been picked up!
BTW where's the vote icon?  

jacobs

Alfa13 said:

BTW where's the vote icon?  

Since Quicken moved to the current platform for this forum n February, you can find the Vote icon at the bottom of the first post in the thread. It's a blue box with a number, and under that is a very small triangle; click on the triangle, wait a half second, and you should see the vote total increase, and the triangle changes from gray to black. (Clicking the triangle again will remove your vote.)



Not great design, in my opinion, but once you know how to use it, it's easy enough.