How Do I Change the Budget Start Month (Q Mac)

mybank2002
mybank2002 Member ✭✭✭
https://community.quicken.com/discussion/comment/20148138#Comment_20148138

There are a three threads I found talking about this question but I didn't see an answer. I would like to have my budget default to show the current year with the current numbers. I see no way to reseat the date from May to January without starting over. Can someone please help me with this. I am not sure I understand the logic of why the starting month is fixed. 

Best Answer

  • Quicken Jared
    Quicken Jared Moderator mod
    Answer ✓
    https://community.quicken.com/discussion/comment/20148138#Comment_20148138

    There are a three threads I found talking about this question but I didn't see an answer. I would like to have my budget default to show the current year with the current numbers. I see no way to reseat the date from May to January without starting over. Can someone please help me with this. I am not sure I understand the logic of why the starting month is fixed. 
    Hello @mybank2002,  

    Thank you so much for reaching out to the Quicken Community to speak with us about this issue, and for your diligence and patience in seeking more knowledge. 

    Unfortunately, there is no way to change the opening month of the Budget in Quicken for Mac without creating an entirely new budget. However, you can always introduce information from your budgeting history when starting a budget by right-clicking or control-clicking the Budgets tab in the top of the Quicken window and then selecting Duplicate Budget.

    Also, I want to let you know about submitting recommendations for desired features here on the Quicken Community. Users may create special discussions, called Idea posts, where they are able to propose a particular design concept or function and submit it for consideration by other users, all of whom then vote on the proposal. After garnering enough votes, these Ideas are then passed along to the development team for further review. Here is a link to the Idea thread category where you can search other user's suggestions and submit your own:

    https://community.quicken.com/categories/product-ideas-quicken-for-mac

    I hope this is helpful, and feel free to check back in with the Quicken Community any time with additional questions or concerns.

    Thank you,

    Quicken Jared 


Answers

  • Quicken Jared
    Quicken Jared Moderator mod
    Answer ✓
    https://community.quicken.com/discussion/comment/20148138#Comment_20148138

    There are a three threads I found talking about this question but I didn't see an answer. I would like to have my budget default to show the current year with the current numbers. I see no way to reseat the date from May to January without starting over. Can someone please help me with this. I am not sure I understand the logic of why the starting month is fixed. 
    Hello @mybank2002,  

    Thank you so much for reaching out to the Quicken Community to speak with us about this issue, and for your diligence and patience in seeking more knowledge. 

    Unfortunately, there is no way to change the opening month of the Budget in Quicken for Mac without creating an entirely new budget. However, you can always introduce information from your budgeting history when starting a budget by right-clicking or control-clicking the Budgets tab in the top of the Quicken window and then selecting Duplicate Budget.

    Also, I want to let you know about submitting recommendations for desired features here on the Quicken Community. Users may create special discussions, called Idea posts, where they are able to propose a particular design concept or function and submit it for consideration by other users, all of whom then vote on the proposal. After garnering enough votes, these Ideas are then passed along to the development team for further review. Here is a link to the Idea thread category where you can search other user's suggestions and submit your own:

    https://community.quicken.com/categories/product-ideas-quicken-for-mac

    I hope this is helpful, and feel free to check back in with the Quicken Community any time with additional questions or concerns.

    Thank you,

    Quicken Jared 


  • mybank2002
    mybank2002 Member ✭✭✭
    Thank you Jared for letting me know so I didn't spend anymore time trying to get this to work. I ended up taking screenshots and starting from scratch like you said. I appreciate your feedback and help. 
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