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Select the Order of Budget Columns vs. Budget Report Columns (2 Legacy Votes)

imdcareys

QuickenW 2016 R14.23

It would be nice to be able to select the order of columns in a Budget report.

When viewing the Budget in the Planning tab:

BUDGET        ACTUAL       BALANCE

When vewing the Budget in the Budget Report:

ACTUAL        BUDGET      Difference

I would simply like to see the columns the same in both, and my preference is to see them like this:

BUDGET         ACTUAL      DIFFERENCE

If this option exists, I cannot find it and would appreciate help in settting the columns in the Report. If not, I would like to submit the idea: Please add options to the Budget reports to arrange the columns and modify the headings.

Thanks,

    Carey

Find more posts tagged with

Planning Tools

Budgets

Reports

Windows

Reviewed

Status: Reviewed

Comments

Adriaan Nel

I too would prefer the order of the Budget and Actual columns to be in the same order in the Planning tab and the Budget Report. The differing column ordering becomes especially bothersome when exporting the report / budget to a spreadsheet for further analysis.

In the Planning tab the column showing the difference between the budgeted and actual amounts is named "Balance" and in the Budget Report it's "Difference". I suggest the column name "Difference" be used in both the Planning tab and Budget Report.

I'm using Quicken Deluxe build 27.1.14.27.

Quicken Natalie

Hello All,

This Idea seems to have fallen stagnant and due to the age of the request and lack of User Votes/Comments, it will be archived within the next 7 business days.

If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this Idea would be beneficial for you.

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UKR

Reviewing this, I would vote on making this change.

The Current Budget Report and the Historical Budget Report both should at least be changed to show columns in order
Budget Actual Difference

Image: https://us.v-cdn.net/6031128/uploads/editor/93/hbi256kgines.png

to make comparisons between budget view and report easier.

I don't know if anything can be done about "Difference" vs "Balance" in the view vs report.
"Balance" in the Budget view includes Rollover amounts from prior months.
"Difference" in the reports does not.

I would vote on the reports to be changed to also include Rollover amounts.

Vote if you want to see this change!

Image: https://us.v-cdn.net/6031128/uploads/editor/41/1elc8isj05lg.png

Click the vote triangle under the vote count!

Claude Blouin

It would also be nice to be able to see (and PRINT) the actual budget without ACTUAL and/or BALANCE columns. This option already exists in REPORTS and is very handy !

imdcareys

> @Claude Blouin said:
It would also be nice to be able to see (and PRINT) the actual budget without ACTUAL and/or BALANCE columns. This option already exists in REPORTS and is very handy !
>
You can do that. With the budget in Annual View, Drop down the Details and select Budget Only. Then go to File> Print Budgets and Print it Landscape on Legal (or longer) paper or other.

john2855

Can I change the order of budget rows and columns?

imdcareys

john2855 said:

Can I change the order of budget rows and columns?

Hi John - You can prefix your budget categories with numbers and/or letters to force the sort order. Quicken sorts the budget categories in Alphanumeric order.

So:
Transportation
Utilities

Could be resorted in the Budget by renaming them something like:

01 Utilities
02 Transportation

Hope this helps you.

John@42

John Powell using windows

I would like tosee the budget report the same as the Planning

Budget Actual Balance

It use to be this way until this year. John

Framer Inc

We should have the ability to select specific columns and define their order, such as Budget_1, Budget_2, Actual, LYA, Balance, $ Variance, and % Variance. Additionally, users should be able to choose the reporting period (e.g., Monthly, Quarterly, Yearly) to enable a broad range of reporting and analytical possibilities.

To enhance visual clarity and effectiveness, a color-coded system could be implemented to indicate performance relative to budget and actuals. Users should have the ability to customize percentage or dollar thresholds for color coding—where values below budget appear in green, those exceeding budget by 0-5% appear in orange, and those exceeding budget by 5%+ appear in red. Furthermore, users should have the option to define up to five customizable ranges and color categories to make it a really super feature.