Budget report for future months

BigSpender69

Hi,

I would like an option to be able to display my budget report for future months. This is handy because it is much easier to read the budget report rather than going into the budget itself.

Chris_QPW

I think to make this very useful they would also have to support using reminders in the budget reports, which they don't do right now.

mshiggins

I don't understand what problem you're experiencing. What have you tried that makes you think you can not include future months in the budget reports?

I have no problem Customizing the Current Budget report to display future months - even future years. And the Historical Budget report will display all months for the selected year (but nothing past the end of the current year).

But as Chris_QPW notes, the future months will have little value for the normal use of a budget report, as there are no Actual values to compare to. 

[And unless you have already created a budget for subsequent years, you'll just get a repeat of this year's budget for subsequent year's budgets.]

-JP

BigSpender69

https://community.quicken.com/discussion/comment/20446051#Comment_20446051

Oh sorry, what I meant was to have a menu item (shortcut) that says, show next month instead of going to the custom date and having to specify the start and end dates.

Chris_QPW

Thanks for the clarification. That makes it lot clearer of what you were requesting.

mshiggins

" ... what I meant was to have a menu item (shortcut) that says, show next month instead of going to the custom date and having to specify the start and end dates."

What about Customizing the Current Budget report to have a Date Range of "Yearly", saving that report and putting a link to it on your Quicken Toolbar.

If will show all, and only, the months of the chosen budget year (presumably the current year), but faster to access than starting from scratch to specify a single month.

Or, if you really want to see only one future month, you could Customize the report to have a Custom date range and save that to be run from the Quicken Toolbar. When the report came up you'd only have to change the End Date once a month - until a new budget year rolled around.

-JP

BigSpender69

https://community.quicken.com/discussion/comment/20446329#Comment_20446329

Wow, that didn't even cross my mind! OMG, I'm a senior IT PC/Windows tech on top of it. You just shamed me hahahaha. I must be getting old. The hamster wheel up top is not spinning at 100%