Request to Manually Select Budget Categories [edited]

Hi,
I like budgets but what happens when an expenditure is against a category not on the budget?  Where does it showimage up?  Is there a setting to force un-budgeted dollars to show in the report?  In essence, the summary of all expenditures made should tie out the to the 'actual' on the budget report.

Chris

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  • Quicken_TykaQuicken_Tyka Moderator ✭✭✭✭
    edited July 2018
    Hey Chris,

    There isn't a way to get categories to show in the budget screen that have not been added to the budget.

    I was able to click on the actual amount for June and view the transactions for that month.

    image 

    That took me to a report that showed spending for transactions that I didn't budget for, which is shown below.

    image

    There isn't a way to get categories to show in the budget window without them being added to the budget.

    Hope this helps!

    -Quicken Tyka
    -Quicken Tyka
  • Chris MeadChris Mead Member
    edited January 12
    Thanks Tyka but then if a cost record is posted that isn't aligned to a visible budget category, it won't count against the budget lending to a false understanding over/under budget.  Right?
  • Quicken_TykaQuicken_Tyka Moderator ✭✭✭✭
    edited July 2018
    Hey Chris,

    That is correct, if the category isn't listed in the budget the amount spent in that category won't be included in the budget summary screen.

    Below, I have created a transaction with the category 'Example Utility' 

    In the edit budget screen this category hasn't been added.

    image
     image

    When I click on the total for June in the budget screen, that $500 expense doesn't show because the budget hasn't been set to track the spending of that category.

    image

    Hope this helps!

    -Quicken Tyka
    -Quicken Tyka
  • Chris MeadChris Mead Member
    edited January 14
    Tyka

    While I appreciate the response I see this is a big hole in budgeting.  In essence, from a total budget perspective, one cannot trust whether one is over or under budget.  If the transactions don't show as you have explained, then why is there a total at all?

    The software needs to be changed to pull in any category (including unassigned) that has a cost in the current period...period.  

    Chris
  • Quicken_TykaQuicken_Tyka Moderator ✭✭✭✭
    edited June 2018

    Tyka

    While I appreciate the response I see this is a big hole in budgeting.  In essence, from a total budget perspective, one cannot trust whether one is over or under budget.  If the transactions don't show as you have explained, then why is there a total at all?

    The software needs to be changed to pull in any category (including unassigned) that has a cost in the current period...period.  

    Chris

    Hey Chris,

    I do believe the budget is working as designed so there most likely won't be a change to how it currently functions, some people have a business and a  personal budget and it wouldn't be useful to everyone if the budget wasn't able to be filtered.

    I would  running a category summary report on all of the categories and accounts if you would like to see your total spending.

    I would review https://www.quicken.com/support/learn-about-reports-quicken-mac and https://www.quicken.com/support/customizing-reports-quicken-mac

    Let me know how it goes or you need further steps!

    -Quicken Tyka
    -Quicken Tyka
  • Chris MeadChris Mead Member
    edited June 2018

    Tyka

    While I appreciate the response I see this is a big hole in budgeting.  In essence, from a total budget perspective, one cannot trust whether one is over or under budget.  If the transactions don't show as you have explained, then why is there a total at all?

    The software needs to be changed to pull in any category (including unassigned) that has a cost in the current period...period.  

    Chris

    Thank you.  I did and it shows the cost by category but not against a budget.  I there a report available to compare the cost and income to a budget (or series of budgets)?
  • JoeJoe Member
    edited July 2018

    Tyka

    While I appreciate the response I see this is a big hole in budgeting.  In essence, from a total budget perspective, one cannot trust whether one is over or under budget.  If the transactions don't show as you have explained, then why is there a total at all?

    The software needs to be changed to pull in any category (including unassigned) that has a cost in the current period...period.  

    Chris

    I have the same issue.
    Monthly i run a report to see how my budget went.
    If i miscategorize items to a non budgeted category, then it does not capture it as a spend.
    In the advanced tab, i select Non-Zero Actual/Budgeted as an option, but then the totals are all wrong, and i cannot drill down on spending details   Please fix this issue.
    Quicken for Windows 2017 R16.2
  • ScooterlamScooterlam SuperUser ✭✭✭✭✭
    edited July 2018

    Tyka

    While I appreciate the response I see this is a big hole in budgeting.  In essence, from a total budget perspective, one cannot trust whether one is over or under budget.  If the transactions don't show as you have explained, then why is there a total at all?

    The software needs to be changed to pull in any category (including unassigned) that has a cost in the current period...period.  

    Chris

    Quicken Tyka,

    Perhaps Quicken would/could recognize Chris' need as an
    idea for future MAC version implementation.  Consider, as Jerry
    referenced below (for windows), an "everything else" category that can
    be budgeted (or not) and capture these small, off-budget expenditures.

    Joe,

    If you are using Windows version of Quicken, you might try Jerry's suggestion.   Also, here are a couple of threads describing how I use  "everything else" (for QW).

    https://getsatisfaction.com/quickencommunity/topics/everything-else-in-budgets?topic-reply-list[sett...

    https://getsatisfaction.com/quickencommunity/topics/why-does-budget-add-a-planned-amout-to-everythin...

    Scott
    2018 QW HBR R10.11
  • JoeJoe Member
    edited January 14
    Why wouldn't quicken just make the report work?  I understand the work arounds.. the issue is the function does not work.  If I have a budget, and run a report against that budget, it is great.  If there are funds spent against categories i did not budget then i need to know.  therefore i select "non zero actual/budgeted" on the options... and the report no longer works.   It is a bug that needs fixed.
  • ConcordmanConcordman Member ✭✭✭✭
    edited July 2018
    The way I understand it , while it may not be the most satisfactory answer the only way to show un anticipated items ( that were not budgeted ) is to add them to the budget & reports when you discover there were expenses in a category which was not accounted for when the budget was implemented. Have run into this a few times I add the category under the budget but show it as a n item which was not planned. that is I have the actual expense but 0 for the budgeted amount.
  • Chris MeadChris Mead Member
    edited January 14
    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.
  • JoeJoe Member
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    I understand that i need/want to put things into the "right" category to track them, but at the end of the month, i may not remember to include that category into my monthly report.  If i run the monthly budget report, there are items unaccounted for in other categories to sum up the total monthly expenses for the month.   How do you remember what categories to include each month?
  • Jerry_Jerry_ Member ✭✭✭
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    Guys, you might be interested in reviewing this Thread:
    https://getsatisfaction.com/quickencommunity/topics/how-do-i-inlclude-everything-else-into-my-total-....
    Now running the 2019 Windows Subscription Plan
    Retired - former Computer System Analyst
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    Jerry, that link is about a feature in Quicken for Windows. This thread is about Quicken for Mac, which does not currently have the "Everything Else" option.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Jerry_Jerry_ Member ✭✭✭
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    jacobs, I AM well aware of that!

    The topic had seemed to turn to that of the "Everything Else" Category; which is not presently in the Mac Versions. I was trying to enlighten those here discussing the Category of what some of we Window Users were facing!

    I wonder if you are following the drift of what this Thread is now discussing.
    Tell Chris Mead and others to not discuss the Category; since this Thread is a "MAC" one!
    Now running the 2019 Windows Subscription Plan
    Retired - former Computer System Analyst
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    Jerry, sorry, you lost me...

    Chris started this thread, and has followed up, with a logical question: if you have an actual expense in a month that uses a category which you didn't include in your budget, how would you even know you are over budget, and how do you deal with it.

    In Windows, as I understand it, these expenses would show up in Everything Else, and you can click on it to see what categories comprise the Everything Else, in order to add them to your budget if you want to.

    The Mac version doesn't have Everything Else. So the question remains: how do you know what to add to your budget so that your budget reflects your actual spending?

    The only way I'm aware of to do that is to run a category report for the month, compare it to the budget, and see what's in the category report that's not in the budget. Then either decide it's not consequential to add to the budget, or go into the budget and add the additional category(ies) that had the previously-unbudgeted expenses. Or, as I think Chris was suggesting, one could re-categorize those expenses into a budgeted category.

    Hopefully that sums it up and we're all on the same page now?

    As Scott suggested back nearer the beginning of the tread, it would be a good idea to create a new IDEA post to request the Everything Else feature in the Mac version, which would save time versus the work-around of doing a separate spending report and comparing it line-by-line with the budget.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • JoeJoe Member
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    Where does "everything else" show up in Windows? I don't see that in my budget report.
  • Jerry_Jerry_ Member ✭✭✭
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    jacobs, on the same page now. (grin)

    I concur with Scott that it would a Great Idea to create an Idea post requesting the Everything Else category. BUT, he might not have to do that for I imagine the Development Team is proceeding with the Plan to (enhance -grin) the MAC Versions with the existing features of those found in the Window Versions.
    Now running the 2019 Windows Subscription Plan
    Retired - former Computer System Analyst
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    The developers are definitely not just trying to match the features of Quicken Windows. They don't want to make the mistake of re-creating functions and features which people don't use or find easy to use. Instead, they're generally listening to users about what features are missing that people want to have. That's why users voting for idea posts here are useful for the developers, and ultimately to us. (They're also listening to reports from their support teams about where people are having problems, as well as their own list of ideas for enhancements.)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • ScooterlamScooterlam SuperUser ✭✭✭✭✭
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    FWIW,  here are two more QW budget related threads that may serve to address the QW issues above and carry on the QW conversation.   These are in addition to the two I offered above.  Have your pick and make your constructive contribution as you see fit.  Note, some of the issues in the second link were fixed at some point.  Adios.

    https://getsatisfaction.com/quickencommunity/topics/idea-print-budget-feature-using-current-budge-st...

    https://getsatisfaction.com/quickencommunity/topics/print-budget-fixes-in-qw2018r6-11-a-step-backwar...

    Scott
    2018 QW HBR R10.11
  • Jerry_Jerry_ Member ✭✭✭
    edited July 2018

    You can obviously see how this is not a good answer.  The right answer is NOT "everything else".  the right answer is to place the expenditures into the categories they were pegged and display them with whatever budget, most likely zero, that was assigned.  This is not a difficult problem to solve.

    Joe I will have to let Jacobs answer your question. So far, he has criticized my Posts here on this Thread. (grin)
    Now running the 2019 Windows Subscription Plan
    Retired - former Computer System Analyst
  • Jerry_Jerry_ Member ✭✭✭
    edited July 2018

    Scott, I hope you do not receive a Post from Jacobs stating:

    Scott, those links are about a feature in Quicken for Windows. This thread is about Quicken for Mac, which does not currently have the "Everything Else" option.
    Now running the 2019 Windows Subscription Plan
    Retired - former Computer System Analyst
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited July 2018
    Jerry said:

    Scott, I hope you do not receive a Post from Jacobs stating:

    Scott, those links are about a feature in Quicken for Windows. This thread is about Quicken for Mac, which does not currently have the "Everything Else" option.
    Why would I do that when you already have?  ;)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • AtlasAtlas Member ✭✭
    edited August 2018
    I would also like to see an All Other spending and Income budget item that doesn't fall into a currently budgeted category.  Right now, I have to run a complete transaction report by category to see what's missing.  Having the option to include an expense or income line item that is a catch-all would allow for a quick drill down as to what's missing and allow for budget modification if necessary.  

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

    Hi Jerry,

    But it could be a solution for the OP, should Quicken wish to copy and implement the Windows concept. In Windows, I use it as a category so I have only one "everything else" per "category group" that I budget for and collect all those "off-budget" expenses.  Very useful.

    Scott
    2018 QW HBR R10.11

    this is KEY. For the love of all that is Holy can we PLEASE get parity with the windows version in the budgeting tools? Its so crucial.
  • Ron GRon G Member
    edited January 4

    Tyka

    While I appreciate the response I see this is a big hole in budgeting.  In essence, from a total budget perspective, one cannot trust whether one is over or under budget.  If the transactions don't show as you have explained, then why is there a total at all?

    The software needs to be changed to pull in any category (including unassigned) that has a cost in the current period...period.  

    Chris

    I just switched from Windows to Mac and now I do not have the "Everything Else" feature. I think this is a significant difference as I purchased quicken to use for a personal budget. Will this be added? If not, I think I will find new software. To pay a yearly subscription, it should have the same features...  :-(
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited January 4

    Tyka

    While I appreciate the response I see this is a big hole in budgeting.  In essence, from a total budget perspective, one cannot trust whether one is over or under budget.  If the transactions don't show as you have explained, then why is there a total at all?

    The software needs to be changed to pull in any category (including unassigned) that has a cost in the current period...period.  

    Chris

    Ron, Quicken has been working on a complete re-write of Quicken Mac for the past 5 years (and longer, but I won't bore you with the gory details here). Today's Quicken Mac product still lacks functionality compared to the legacy Quicken Mac product which ceased development in 2007 and Quicken Windows. (Even in the old days, Quicken Mac didn't have all the features of Quicken Windows.) If they had waited until the two platforms were equal, hundreds of thousands of Mac users today would not have a working program. Quicken CEO Eric Dunn has stated on multiple occasions that getting Quicken Mac to relative feature parity with Quicken Windows is their goal. The developers have been getting there, slowly, but there's still a lot of work to be done to achieve that goal. The Mac product manager has said they hope to deliver a lot of new functionality in 2019.

    Whether this particular feature will be added to the budget section of Quicken Mac is unknown. We do know they are working on some significant changes to the budget part of the program, particularly to allow users to selectively include transfers (like loan payments or savings) in their budgets, and clues point to this coming in months, not years. Beyond that, we won't know what other budget feature changes there will be until they release something; Quicken rarely discusses future features. 
    QMac 2007 & QMac Subscription • Quicken user since 1993
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