Adding the Budget rollover feature to Quicken Classic for Mac

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I have just purchased Quicken and learned that the Budget rollover feature is available in Windows but not Mac. Can this be added the Mac version, please? Or does someone with the Mac version know how to accomplish my goal here: The past 3 budget softwares I've used have been able to roll over the balance in each budget category at the end of the month into that same budget category at the beginning of the next month (for example, the $13 left in Entertainment at the end of March is rolled over into Entertainment in April, and added to the budgeted amount. The budgeted amount is $100, so the new balance for April is $113).

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
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    Hello @jeremybk117,

    As you said, Quicken for Mac, unfortunately, does not have this feature available right now. 

    Therefore, I'd like to refer you to this active Idea post regarding this topic instead. If you would like to see this feature added in the future, you can go ahead and add your vote by clicking the up arrow underneath the vote count (see example below) as well as a comment explaining how this idea would be beneficial for you.



    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Options

    Hello @jeremybk117,

    As you said, Quicken for Mac, unfortunately, does not have this feature available right now. 

    Therefore, I'd like to refer you to this active Idea post regarding this topic instead. If you would like to see this feature added in the future, you can go ahead and add your vote by clicking the up arrow underneath the vote count (see example below) as well as a comment explaining how this idea would be beneficial for you.



    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    There are two existing Idea threads (feature requests) for this functionality in Quicken Mac. One is marked as "Planned" by the developers while the other remains "Under Consideration". (You should add your vote to the latter one.) I'm not sure why one is planned and the other isn't yet; perhaps it was how the development team interpreted "report" in the latter submission; to me, they are both parts of the same overall functionality users are asking for.

    Quicken Mac Subscription • Quicken user since 1993