The choices for extending a budget should always be available.

Chris_QPW

When you extend a budget into a new year while in the current year using this button, you get the following dialog for the various ways of doing that.

But if you didn't do this, and you open up a budget when you are in a new year, say the budget's last year is 2023 and it is now 2024, then Quicken will force you to extend the budget into the new year, but it won't give you the option dialog above. It will just always select the default option. The user should always be prompted to ask how they want to extend the budget into the next year.

jacobs

@Chris_QPW Since you're a Quicken Windows user, is this intended to be a Quicken Windows feature request? It's currently in Quicken Mac Product Ideas.

Chris_QPW

@jacobs nope, (they moved it while you were posting this. 😉)

MJH113

Thanks for the remedy. I'll put a reminder on my phone for December to do this.

Chris_QPW

Please click on this icon to vote the idea up:

Given the low amount of votes it probably will never happen, but it is the votes that the count for deciding if people are interested in the idea, not just the comments.

NotACPA

I don't use the Budget features … but this seems like a very reasonable request.