Spending vs Budget (Q Mac)

nbb1158

On one of your next major updates can you please add a report that allows us to compare "Actual Spend vs. Budget." At the moment you only see the ytd and each month. But if, for example you want to look at Q1 spend vs Budget but are looking at budget tab on April 10th you cannot look back at the spending or budget as of March 31st. (When I was on the Windows version you could construct a Budget report with whatever choice of dates.)

I am on Version 7.1.1 with macOS 13.4.1

Thank you

jacobs

@nbb1158 FIrst, I wanted to make you aware that in this community forum, you're mostly talking to fellow Quicken users, plus a handful of Quicken moderators who keep things civil and organized — but not to management or the development team.

The exception is "Idea" posts, which you can find in the site category Quicken for Mac > Product Ideas-Quicken for Mac, where there are a dozen sub-categories for user-requested features. There, we users can add our votes and comments for the features we think the development team should prioritize.

In this case, your request mirrors a long-standing Idea thread seeking an actual-versus-budget report with a user-defined date range. If you click the link, you can add any comments you wish to this thread.

Now here's the good news and the bad news… The good news is that you can see in the yellow box under the first post that the developers have market this as a "Planned" feature. That means that they have (a) agreed this is a worthwhile feature and that they will add it, and (b) that they have slotted specific time for its development on their schedule. The bad news is that we get no further clue as to when this feature will appear; it could be next month, next year, or longer. Quicken does not comment on when any features will be, or are planned to be, delivered. So we are left to wait and hope!

jacobs

@nbb1158 FIrst, I wanted to make you aware that in this community forum, you're mostly talking to fellow Quicken users, plus a handful of Quicken moderators who keep things civil and organized — but not to management or the development team.

The exception is "Idea" posts, which you can find in the site category Quicken for Mac > Product Ideas-Quicken for Mac, where there are a dozen sub-categories for user-requested features. There, we users can add our votes and comments for the features we think the development team should prioritize.

In this case, your request mirrors a long-standing Idea thread seeking an actual-versus-budget report with a user-defined date range. If you click the link, you can add any comments you wish to this thread.

Now here's the good news and the bad news… The good news is that you can see in the yellow box under the first post that the developers have market this as a "Planned" feature. That means that they have (a) agreed this is a worthwhile feature and that they will add it, and (b) that they have slotted specific time for its development on their schedule. The bad news is that we get no further clue as to when this feature will appear; it could be next month, next year, or longer. Quicken does not comment on when any features will be, or are planned to be, delivered. So we are left to wait and hope!

nbb1158

Thanks for the help.