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.
4
4 votes

Planned · Last Updated

Comments

  • The ExporterThe Exporter Member
    edited January 6
    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 6
    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 6
    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.)

    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:
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 6
    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. 

    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:
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 6
    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.)

    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:
  • Amanda AugerAmanda Auger Member
    edited January 7
    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 January 6

    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 ✭✭✭✭
    edited January 7
    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
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