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

Nicholas DalbaNicholas Dalba Member ✭✭
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.
5
5 votes

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Comments

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited October 2018
    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.

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    (Canadian  user since '92, STILL using QM2007)

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  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    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: 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.

    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.)

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • PaigePaige Member
    edited August 2018
    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 MillsHelen Mills Member
    edited March 2018
    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 MillsHelen Mills Member
    edited October 2018

    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.
  • John0John0 Member
    edited August 2018
    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 MillsHelen Mills Member
    edited October 2018

    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!
  • Alfa13Alfa13 Member
    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?  
  • jacobsjacobs SuperUser ✭✭✭✭✭
    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. 

    QMac 2007 & QMac Subscription • Quicken user since 1993
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