Mac: Not budgeting investment income 2018
There are posts that are two years old and Quicken never responds other than to state that this problem in under consideration.
Guess this means the problem has been put in the Jr. Programmers stack of many many issues to take care of. Hope it comes out while I still have investment income to consider
Guess this means the problem has been put in the Jr. Programmers stack of many many issues to take care of. Hope it comes out while I still have investment income to consider
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Therefore, income from investments or retirement accounts that get transferred to a checking or other cash flow type account don't get included because the transfer "out" of the investment account cancels out the transfer "in" to the cash flow account.
This also is a problem for mortgage and loan accounts where the principal amount transferred "from" a cash flow account cancels out the principal amount "into" the loan account.
So, you also can't budget for the total amount of a loan either.
You would think that this would have seemingly been a very high priority to fix...but apparently it's further down the Quicken list than we would like.
This is basically the only thing stopping me from ditching Quicken Windows and going full time with Quicken Mac.
Still hoping this gets fixed...one day.
From what I can tell, it is not a low priority but it seems there are complexities they are working on that is part of the delay.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your vote will 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.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests Related to Investments and the List of Requests Related to Budgets. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
As for the accuracy of these vote counts, I think Quicken understands that this is only a small subset of the overall user community. I'm not sure that the absolute number of votes matters at all -- it's the relative number of votes that different ideas put forward that helps inform their thinking.
In any case, as I noted just above, the Mac product manager has indicated they are working on new functionality for allowing transfers in budgets, so I'm not sure that there's much do do except sit and wait -- along hope the developers grasp the ways different users want/need this functionality to work.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)