List of Requests Related to Budgets (71 Legacy Votes)

smayer97

This post is to try to consolidate in one place all posts for IDEAS related to Budgets.

This is to simplify finding and voting for these requests, so as to improve visibility of these requests to the developers.

Instructions:
1. Click the little grey triangle under the VOTE count in the blue banner at the bottom of this post to VOTE to promote this list, to encourage other users to also vote on the items below...it may take a moment to register (if it is black, you have already voted). 
THIS DOES NOT COUNT AS A VOTE FOR ANY OF THE FEATURES BELOW!

You still have to go to their respective page and add your vote there for it to count!

2. Click the yellow star at the top of this thread if you want to receive notifications of any updates to this thread, like new IDEAS added.  

3. Now click on each link below you are interested in, then VOTE on EACH IDEA separately on the respective page that opens up, in the same way as mentioned above.

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!

NOTE: If you have your own related IDEA, DO NOT add it to the list below. Instead, create your own IDEA thread and it will eventually get added to/cross-referenced in this list. This is so others can add their vote to it. Otherwise, their votes cannot be recorded/counted for it.

When you are done here, I also highly recommend that you browse through the entire Product IDEAS list for QMac of this forum and VOTE for the request of each of the other missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To see an organized list of ideas (it is a large subset of the most popular but not the complete list, yet) click on this underlined link and follow the instructions:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

or if you prefer this layout:
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On

Now VOTE to your heart's content! Your VOTE matters!

smayer97

For each of these below, first, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers.

Click the link to go vote to Improve the Ability to Print Budgets

smayer97

Click the link to go vote to Add Ability to Include or Exclude Transfers on Budgets

Also, you may want to add your vote to a similar (if not the same) request to prevent transfers from canceling each other out in Budgets

smayer97

Click the link to go vote to Add Ability to Include or Exclude Accounts on Budgets

smayer97

Click the link to go vote to permit date range change on Budgets

smayer97

Click the link to go vote to Add Memo/Notes field to Budget drill down to Detail Report

smayer97

Click the link to go vote for Budget Report Simplification (add front end One Page Budget Summary Page- view and print)

smayer97

Click the link to go vote for a Budget Rollover Report.

smayer97

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

For each of these below, first, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers.

Click the link to go vote to Improve the Ability to Print Budgets

Click the link to go vote to Add ability to choose months/yearly data for budget prints/reports.

megnmac

I have put in my request to include investment income in budgets several times, but it never appears on any list to vote for. My posts and others on the same subject are buried and never answered.

Lyn Buddenhagen

megnmac said:

I have put in my request to include investment income in budgets several times, but it never appears on any list to vote for. My posts and others on the same subject are buried and never answered.

Hi megn - I created my own categories for budgeting, but I do see Dividend Income, Reinvest, etc. in the default Categories list - I'm using QM2017 v 4.4.3 with Mac's El Capitan operating system. Also, in my 2017 budget for example, I selected what categories the Budget Report should show. Do either of those things help you?

John L

megnmac said:

I have put in my request to include investment income in budgets several times, but it never appears on any list to vote for. My posts and others on the same subject are buried and never answered.

Megs - completely agree with you.  I do not understand why none of the required "Investment" categories are budgetable.  Seems ridiculous, especially as Dividend or Interest income are key components to many people's budgets.

megnmac

megnmac said:

I have put in my request to include investment income in budgets several times, but it never appears on any list to vote for. My posts and others on the same subject are buried and never answered.

The categories show in budget, but with 0 amounts. They are correct in a category report.

smayer97

Click the link to go vote to Add investment income on budgets.

megnmac

This reply was created from a merged topic originally titled investment income not in entered in budget in Quicken for Mac 2017.


A budget is useless unless it includes all income. Investment income is not included, which may be fine if you don't live on it. Please add investment income to budgets.

Quicken Harold

megnmac said:

This reply was created from a merged topic originally titled investment income not in entered in budget in Quicken for Mac 2017.


A budget is useless unless it includes all income. Investment income is not included, which may be fine if you don't live on it. Please add investment income to budgets.

Merging back to original topic


Please reference the new conversation here: Investment Income - Mac 2017

jacobs

megnmac said:

This reply was created from a merged topic originally titled investment income not in entered in budget in Quicken for Mac 2017.


A budget is useless unless it includes all income. Investment income is not included, which may be fine if you don't live on it. Please add investment income to budgets.

@Quicken Harold: the link you posted above does not work.

Helen Mills

I believe I have a solution to exclude accounts on budgets. 1)  Open Quicken  2)  In menu bar click on accounts and select "hide or show accounts".  3)To keep an account from showing up in a report or budget put a check in the box in the appropriate row to hide that account from the budget.  It has worked for me...hope it works for you.

smayer97

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

Click the link to go vote for a Budget Rollover Report.

Click the link to go vote to Add Rollover option for budgets.

smayer97

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

For each of these below, first, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers.

Click the link to go vote to Improve the Ability to Print Budgets

Click the link to go vote to Improve the Ability to Print Budgets (Partially DONE)

Jim

Please add this as an option to vote on: https://getsatisfaction.com/quickenco...

smayer97

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

Click the link to go vote to permit date range change on Budgets

Click link to add your VOTE for Adjustable Budget & Report Date by including a Budget/Report Month for Transactions

smayer97

Jim said:

Please add this as an option to vote on: https://getsatisfaction.com/quickenco...

Done

smayer97

 Click the link to go vote to Support Tags on Budgets

(If you find any of these replies helpful, please be sure to click "Like", so others will know, thanks.)

Quicken Sarah

Helen Mills said:

I believe I have a solution to exclude accounts on budgets. 1)  Open Quicken  2)  In menu bar click on accounts and select "hide or show accounts".  3)To keep an account from showing up in a report or budget put a check in the box in the appropriate row to hide that account from the budget.  It has worked for me...hope it works for you.

Moving to merge w/main thread on this topic.


Please reference the new conversation here: Moving to merge