Any update from Quicken when the feature to include or exclude accounts from a budget?

It is impossible for me to use the budget attributes and reporting when all accounts in quicken dump into the budget features. It looks like this function has been requisitions since 2016? Remarks would be appreciated.


  • John_in_NCJohn_in_NC SuperUser ✭✭✭✭✭
    None of us fellow users can answer this, and historically, Quicken employees are mum on when features will be added. They don't want to commit to anything.
    From what little we have been told, this feature is getting closer to prime time.
    Due to the complexity of adding it in, though, it didn't make the latest release. Handling of transfer transx is what creates the hardships, and they have been focusing on that with reporting. Mere conjecture, but I don't think it will be long before we see the ability. When, however, I cannot say.

  • dalrad1dalrad1 Member
    Thanks for your comments and update John_in_NC, I appreciate your time. My subscription to Quicken updates next month and I am wrestling with what to do, without the budget flexibility. Thanks again!
  • jacobsjacobs SuperUser ✭✭✭✭✭
    The last time the Quicken Mac product manager offered any comment on this, he indicated that the partial implementation of being able to include/exclude transfers in reports the the latest 5.13 release, was the first step in a process that will eventually include transfers for budgets. But he has also said the budget code is complex and requires a lot of work to modify, which is why they haven't implemented it yet. Nonetheless, he has committed that this functionality is coming -- we just don't know when. My guess -- like John, it's only a guess trying to triangulate the little snippets of information we have -- would be that we'll see this functionality sometime in 2020, but not in the next couple months.
    QMac 2007 & QMac Subscription • Quicken user since 1993
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