Budget - Visual Cue for Rollover Edit

Chris Harris

In the budget, Quicken offers the ability to edit a rollover amount (and then undue your edit).  However, once you've made that adjustment, there's nothing on the budget (desktop or app), that lets you visually know which ones you've adjusted and which you haven't.  In my example, I've already adjusted the "Rollover" on the Balance amount for August from -$127.71 to -$0.71.

Suggestion:  Please add some visual cue to the highlighted number that lets you easily know it's been adjusted.  Maybe an asterisk, highlight, italics, etc.

Bonus Suggestion:  There should really be an Edit on the Balance as well.



This relates to this post (click here).

Scooterlam

Hi,   Perhaps this prior idea might also suffice, albeit more general in nature - Allows use of notes in the budget for changes/mods et al.  https://community.quicken.com/discussion/7407506/budget-enhancement-add-the-ability-to-insert-comments-notes-into-the-annual-view-13-legacy-votes#latest

As far as making the balance field editable, the balance field is a calculated value.  Editing it would mess up the calculation and may cause unintended consequences to those feature in Quicken that might use this field, as designed.  Do you have a use case where you would edit only the balance field rather than let it stay a calculated value (or edited in combination with Rollover and Budget)?

Scott

2019 QW HBR R20.15

Chris Harris

Scott,

Thanks for the feedback.  I like your idea and that would certainly help with my need; I voted accordingly.  Adding notes to individual cells on Quicken's budget would be beneficial.

As for providing "a use case", I'm looking for a way to set up Quicken's budget similar to some other four letter budgeting app that starts with a "Y".  Quicken is a much better/more complete program, but, I believe, __ __ __ __ works better for someone on a tight budget. 

[edited by JH for correction below] After setting a base budget, I want to "Give Every Dollar A Job" by moving money from one category that's under budget to cover another category that goes over budget. 

For example, I moved $127 from "Clothing" to "Food".  It's certainly not an simple adjustment as it took two steps and a calculator.  To do it, I used "Edit" on the rollover amount for each Category.



Unfortunately, afterwards, there's no apparent way to see where these adjustments took place.  Therefore, if you find out later that you've messed something up, and forget where you made the change, your out of luck or at least destined to click on ever rollover cell in the budget until you find it.

Ideally, Quicken could add this functionality (orange "Button") to either the rollover amount box or maybe as a Right Click command.

Chris Harris

Sorry, just found a rather critical typo in my reply to Scott and the edit time has past.

• "moving money from one category that's under budget to cover another category that goes over budget"

That certainly changes the meaning of that sentence!

Jim_Harman

Thanks for the correction Chris. I was able to edit your reply.