Budget Rollover Report (43 Legacy Votes)

Joseph HannaJoseph Hanna Member ✭✭
edited March 1 in Reports (Mac)
It would be nice to have the capability to create a budget report that includes rollover balances from the previous month/period.
12
12 votes

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  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 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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  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    Is this request for the Mac or Windows version?

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    (Canadian  user since '92, STILL using QM2007)

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  • Joseph HannaJoseph Hanna Member ✭✭
    edited November 2016
    Windows, though I'm sure MAC users would be interested as well.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    This IDEA has been added to the List of Requests Related to Budgets for Quicken For Mac.

    Mac users may want to go click on the underlined link to add your vote to more related ideas.

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

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    (Canadian  user since '92, STILL using QM2007)

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  • edited November 2018
    If you can get the rollover numbers on the screen, we should be able to get them in report.  It IS frustrating to view the rollover amount online, but when you print a hard copy report you can't get it.
  • Joseph HannaJoseph Hanna Member ✭✭
    edited August 2017
    The rollover numbers appear in the "Planning" section under the column "Balance".  I have not found a way to show the "Balance" in a report.  Hopefully this is a feature that will be added in the near future.
  • danmiltondanmilton Member
    edited November 2018
    This would be very useful. I have a rollover report for Quicken made up in excel. I had to set it up manually at first, now I cut and paste reports to get the monthly rollover totals. It's very helpful. for example your final balance may be $1000 but you may be $1500 in positive rollovers but -$500 in negative rollovers or over budgets.It's very good to know that. 
  • edited November 2018
    Yes!  This!  A budget report is practically useless unless it includes rollover amounts.  For example, I handle the finances for our family, but I want to empower my wife to make purchase decisions without her feeling she has to come to me to "ask for permission".  I was hoping to print out a budget report to show whether we have a deficit or a surplus in certain categories from month to month so that my wife can make her own decision whether the family can afford to make a purchase.  Otherwise, she has to wait for me to be home and open up Quicken to tell her what our "real" budget balance is for a category.  Thus, "asking for permission".

    In order to show "real" balances, I have to play with the date ranges.
  • AaronAaron Member
    edited November 2018
    Yes, this needs to be added to the request list. It's been requested many times before but no one seems to care. If you add the functionality to the tool, I don't understand why you wouldn't update the report at the same time to allow people to actually visualize the rollovers. Seems to me this would be a fairly simple fix that would add significant value to the report.
  • drench56drench56 Member
    edited July 2018
    I've already upvoted this, but I wanted to make sure any Quicken devs looking at this knew that I also VERY much could use this. I currently have to read by eye the rollover values for more than 60 categories every month to ensure everything reconciles for me (e.g. money out = money in). I've resorted to writing custom code in Python to do this, but the report output is awkwardly formatted enough that I had to spend hours just encoding the text properly, removing tabs, etc. I'm fatigued enough that I still haven't finished the project (although DM me and let me know if you have Quicken 2017 and would like a link to the open source code once it's up - I'll get there!).
  • danmiltondanmilton Member
    edited November 2018
    Yes I would love this feature. It makes sense to know the total rollover because you may be over in one category but under in another, and a simple report to add it all up to see if you are over and under is all would need. I work around this by manually setting up a month of rollover numbers in excel, then each month import a budget report to update the rollover amounts and total. Of course you need to keep the  categories constant as the excel would get messed up otherwise but it works for me. 
  • AaronAaron Member
    edited November 2018
    Thanks guys for chiming in with your support. Your comments express exactly why it behooves Quicken to solution this relatively simple issue. We are being forced to go outside the program to complete tasks (with other software), given the programs inability to offer the compete picture. Not a sustainable business model in my opinion. Hopefully it gets addressed soon.
  • danmiltondanmilton Member
    edited November 2018
    More specifically, I use the rollovers as I save monthly for things that I pay yearly. It just sits in my bank account but the rollover tells me how much I've saved. Now sometimes other categories are overspent according to the rollover so what I've really done is borrowed from the savings. If we had a rollover report, I can see in total how much I've borrowed from my savings in total from various overspent categories and take corrective measures. Right now i have to do this with an excel document fudged from the quicken rollover data.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    You may want to add your VOTE to a related idea to Add Rollover option for budgets.

    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 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.

    (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)

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  • Bob@64[email protected] Member ✭✭
    edited November 2018

    Yes!  This!  A budget report is practically useless unless it includes rollover amounts.  For example, I handle the finances for our family, but I want to empower my wife to make purchase decisions without her feeling she has to come to me to "ask for permission".  I was hoping to print out a budget report to show whether we have a deficit or a surplus in certain categories from month to month so that my wife can make her own decision whether the family can afford to make a purchase.  Otherwise, she has to wait for me to be home and open up Quicken to tell her what our "real" budget balance is for a category.  Thus, "asking for permission".

    In order to show "real" balances, I have to play with the date ranges.

    this is HUGE!!!!
  • Amanda AugerAmanda Auger Member
    edited January 6
    It looks like this exists for Windows, but not for Mac. Please make this for Mac! As everyone has said above, there is not much use of a budget without a rollover option. 
  • I can not believe the budget report wouldn't include the roll-overs. The roll-over is what tells you how much money you actually have to spend?!?!?
  • Joseph HannaJoseph Hanna Member ✭✭
    edited December 3
    So I made this post over three years ago, November 2016. There is still no budget report that includes rollover amounts.

    [removed - violation of community guidelines/off-topic]

    Each month I have to export my data to an EXCEL spreadsheet then manually create my own report.

    We shouldn't need to be doing this.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    @Joseph Hanna My understanding is that the code for the budget section of the program needs to be significantly re-written to allow them to do budget rollovers as well as budgeting for transfers. The latter is something even more users have been clamoring for, and the developers have publicly committed to implement. None of these changes to budgeting have been released yet, and I expect they have put off re-writing the budget code to get some other long-awaited functionality built into the program. There's no way to know where this is on their priority list, but I'd guess we'll see some of these budget revamps in the coming year.

    (Please don't flame me. I'm not offering any excuses -- just an explanation of what I know, and what I'm guessing that will mean in terms of when we will see changes in this area.)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Joseph HannaJoseph Hanna Member ✭✭
    Hi Jacobs,
    Thanks for the response. It's not the budgeting function itself, it's the Budget Report. As stated by many others in this thread, without rollover amounts being included in the Budget Report the report is useless, except for those who do not use the rollover function.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    When I talked about the budget section of the program, I was referring to the reporting as well. If they plan to make changes to the budget functionality, they likely won't invest time on modifying the report now which will have to be re-done when the budget code is revamped. (Additionally, it's really not just a report; users want the ability to have budget shortfalls or surpluses to rolled into subsequent month's budget amounts.)
    QMac 2007 & QMac Subscription • Quicken user since 1993
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