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Add Rollover option for 12-month budgets

The QWIN budget tool has this option for years and was very helpful. I like over all I like the new budget tool in QMAC. But it is missing this key option to set a budget to rollover its surplus/deficit to the next month. PLEASE ADD to QMAC so I can stop use a spreadsheet for my 12-month budget.
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Comments

  • The ExporterThe Exporter Member
    edited January 2019
    I believe you do have that in Quicken for MAC but I could be wrong because from reading this https://www.quicken.com/support/quicken-mac-12-month-budget-overview-and-getting-started   it sounds to me like it have that roll over ability. unless you can clarify further. 
  • s1102658s1102658 Member
    edited January 2019
    This reply was created from a merged topic originally titled VOTE to add monthly budget rollover to Quicken for Mac!.


    The number one feature that keeps our family from migrating over to Quicken for Mac is the lack of monthly budget rollovers. We use this constantly to set monthly money aside for budgets that we use for large long term expenses like car tires and vehicle maintenance. It is also really nice if we over spent on groceries for one month, that the next month's budget reflects this so we know to try and spend less. This is a SUPER feature and absolutely critical to our budgeting. Please, if you can, vote for this feature on Quicken. For Mac, just click on "Quicken" next to the apple on the top left of the toolbar at the top of the screen and click "Provide Feedback". There you can free type a feature that you want to be added, just type "monthly budget rollover". They update features based on these community votes, so please vote and encourage others to vote as well.

    Thanks,
    Chris
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    You may want to add your VOTE to a related idea for a Budget Rollover Report.

    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.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    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. 
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    This IDEA has been added to the List of Requests Related to Budgets for Quicken For Mac.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • Amanda AugerAmanda Auger Member
    edited January 2019
    This reply was created from a merged topic originally titled Quicken for mac 2019: Why can't I rollover budget categories for each month?.


    Windows users can rollover budget categories from month to month. Please allow Mac users to do the same! When purchasing this product it is not clear that Mac users are unable to do this and without this feature, the entire budget tool is not very useful at all.
  • Amanda AugerAmanda Auger Member
    edited November 2019

    I believe you do have that in Quicken for MAC but I could be wrong because from reading this https://www.quicken.com/support/quicken-mac-12-month-budget-overview-and-getting-started   it sounds to me like it have that roll over ability. unless you can clarify further. 

    That link is just for Windows.
  • Quicken_TykaQuicken_Tyka Moderator mod
    edited January 2019
    Hello Amanda,

    Welcome to the Community!

    I have moved your post to the ongoing Idea thread to have this feature added to the Mac version.

    Unfortunately, the ability to rollover amounts in the budgets has not been created for the Mac version as of yet.

    Our developers review these Idea posts to get an idea of what people would like to see in the product, so please go to the top and vote on this idea.

    Thank you!

    -Quicken Tyka
    -Quicken Tyka
  • HoratioHoratio Member
    Does any of the recent editions of Quicken for Mac have the ability to do account rollovers similar to what is available in the Quicken for Windows versions?

    When I ask about rollovers, I'm curious about a situation where I budget $100 dollars for category each month, but I only spend $80 dollars so the amount rolls over and we have $120 in that category the next month.

    The best I can tell is that editions up to Quicken for Mac 2018 didn't have this feature, but I'm wondering if anything beyond that does.
  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello Horatio,

    I have moved your post to the ongoing Idea thread to have this feature added to the Mac version.

    This Idea has been marked as "Planned" meaning feature is planned to be added to the Mac version.

    However, I am unable provide and ETA of when to expect these feature to be available.

    Thank you for your patience,
    -Quicken Tyka
    -Quicken Tyka
  • current software does not allow for category rollover from month to month. Would like for this feature to be added
  • steeljo3steeljo3 Member
    > @Quicken_Tyka said:
    > Hello Horatio,
    >
    > I have moved your post to the ongoing Idea thread to have this feature added to the Mac version.
    >
    > This Idea has been marked as "Planned" meaning feature is planned to be added to the Mac version.
    >
    > However, I am unable provide and ETA of when to expect these feature to be available.
    >
    > Thank you for your patience,
    > -Quicken Tyka

    Was wondering if there are any updates on the proposed budget rollover feature for QMAC since being marked as "Planned." If not, do you have a resource that you could link me to so I know when it's released. Thanks in advance.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited January 6
    @steeljo3 Quicken almost never announces when new features will be released. There are now some topics which have been marked as planned for nearly a year, but are yet to be implemented.

    In this case, from reading between the lines of what the product manager has posted regarding budgets, it seems they have to do significant re-writing of the program code for budgets to implement multiple features users have been asking for, including the ability to budget transfers (such as loan payments), rollover functionality, . It's not unusual for them to group several changes in the same area of the code and work on them together, although we don't know if that's the case here.

    The best way to know if this feature has been implemented are to (a) bookmark this thread and check it periodically, or (b) check the release notes after each new major release of Quicken Mac, as this will surely be highlighted in the notes when it is delivered. (You can find Release Notes from inside Quicken on the Help Menu, or on the Quicken website here.) 
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • sayrejmsayrejm Member
    edited January 17
    I MUST HAVE THIS FEATURE! Many of my budgets are for future large one time expenses. HOA $1200 a year? Budget $100 a month and turn rollover on! Christmas gifts cost $1200 a year? Budget $100 a month and turn rollover on! Car Tag $120 once a year? Budget $10 a month and turn rollover on! (Removed-Rant)
  • Meg2020Meg2020 Member
    > @"Jason Stegman" said:
    > ...PLEASE ADD to QMAC so I can stop use a spreadsheet for my 12-month budget.

    YESSSS — I second this (while jumping up and down)! Jakob Nielsen would call this a 4 for Mac 12-month budget users — Usability catastrophe: imperative to fix this before product can be released! (I paid for the upgrade, but just cancelled it because the website does not say that it doesn't work for mac users.)

    THANK YOU!!!!! I know you can do it! :smiley:
  • hatTiahatTia Member ✭✭
    This feature I believe is being worked on as it is similar concept to Savings Goals.



    Here is the post that has it under constructer for several years.



    <a rel="nofollow" href="https://community.quicken.com/discussion/7333033/qmac-savings-goals-110-legacy-votes#latest" title="Link: https://community.quicken.com/discussion/7333033/qmac-savings-goals-110-legacy-votes#latest">https://community.quicken.com/discussion/7333033/qmac-savings-goals-110-legacy-votes#latest</a>;



    Recommend trying [removed - no soliciting] for Rollover Budgeting. Sometimes just leaving the company, and taking business else where due to lack of key functionality.



    Also, recommend Quicken look at an easier way for users to identify features they like, and up vote them. This will give Quicken more transparency into what their Mac Quicken user community want. I have found several posts on the same thing.



    While there will be those who don't look, and just post, the search feature in finding similar topics could be improved. My 2 cents for what its worth to Quicken.
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