We Want Your Feedback! Help Us Improve Budgeting in Quicken
We’re always looking for ways to make budgeting easier and more effective for you! We're conducting a quick survey to learn more about how our users approach budgeting and how you feel about using Quicken's budgeting features. Your insights will help us continue improving Quicken to better meet your needs.
In addition to the survey, we’re also offering the opportunity to schedule a call with our team to discuss your experience using Quicken for budgeting. We’d love to hear directly from you about what’s working well, what could be better, and any suggestions you have for future improvements.
Click the link below to take the survey and learn more about how to schedule a call. Your feedback is valuable to us and will directly influence future updates and features!
Thank you for being a part of our community and helping make Quicken even better!
Quicken Janean
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Comments
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Good survey with a variety of answers as well as room to add your own details. Given the questions, it does look like the Quicken team is still at the start of revising the very old, often lacking, budget section of the Mac version, but at least it is getting some attention now. Another year or three and we should have something great!
-Jay1 -
Anyone who has posted requests in the Product Ideas section for budgeting over the years should take advantage of this opportunity to contribute your input into the next generation of budget functionality in Quicken Mac. Hopefully the development team will read through all the prior posts and comments, but they may be more focused on current responses to this survey — so make sure you do the survey and speak up about the budgeting features most important to you. I just took the survey and agree with @JayBugs that it is relatively comprehensive, and most importantly, allows you to enter your own comments/explanations in multiple places.
Quicken Mac budget users — and would-be budget users — this is your chance to be heard!
Quicken Mac Subscription • Quicken user since 19931 -
@jacobs I posted the link in a couple of the ideas threads as well. 😉
Quicken Janean
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Great survey but may be too late, at least for me. Been waiting for on quicken for 10 years to add key budget features. I started really searching yesterday for a good alternative and found Monarch Finance. Excellent design, modern, easy to work and best of all…. has budget rollover, multi-year budget.
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There is no ability add expenses or income into the budget to align with the Bill & Income series setup for each account for future amounts Without this feature, it is very difficult and manual to create an accurate budget that aligns with the established series for many accounts. Please add a feature to add on top of a Zero based budget the Billing and Income forecasted series so I can obtain an accurate budget without doing calculations and manual updates that are already present in the Quicken File.
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@186kmph This thread asks Quicken Mac users to take a short survey about budgeting features. If you do so, you will be able to mention this feature.
Adding the comment here won't get to the development team; the survey will.
Additionally, there are a number of "Idea" topics in the Product Ideas > Quicken for Mac > Budget & Planning Tools section of this Community website where individual budget ideas can be proposed, voted on and commented on. There is one specifically for what I believe you're asking for:
I'd encourage you to click on the View Post link above and add your vote for the feature. (In the yellow box under the first post, click the black up arrow to add your vote.) You can also add a post in that thread to add your point of view.
I believe they created the survey because there are lots of Budget Idea requests, some going back many years, and they wanted to get current-day feedback about what users are looking for as they redesign the budget portion of the program. So to you, and anyone else reading this, please take a few minutes to take the survey (if you haven't already) to express your wishes about budgeting features in Quicken Mac. The development team only infrequently asks for direct input like this as they are planning new development work, so it's a great opportunity for Quicken Mac users to talk to the developers directly about the features and functionality you want.
Quicken Mac Subscription • Quicken user since 19930 -
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Hi all, the survey is now closed.Thank you!
Quicken Janean
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Savings Goals in the Mac version would go a long way towards helping manage a budget. Why it has never been added is beyond me as I used to love it in the windows version…
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Savings Goals in the Mac version would go a long way towards helping manage a budget. Why it has never been added is beyond me
@Gasport Like most of the features missing in Quicken Mac which exist in the Windows version, it's simply a matter of time and manpower. The very small Quicken Mac development team has been working for more than a decade now to build the features and functionality in this second-generation of Quicken Mac, and they still have a long to-do list. For the various Idea topics switched to "Planned" status about a year ago, it seems apparent that they intend to dig into building up th planning tools available in Quicken Mac, and as always, we don't know what will be completed and released when. But this survey seeing user input about budget features is as clear indication as we ever get that they are in the planning and design phase of a revamped budget/planning section of the program.
Savings Goals remains one of the features most-requested in the Ideas section of this forum, currently with 375 votes, so it's certainly on their radar. The developers have marked related Ideas, such as Envelope Budgeting, as "Planned", so it's unclear whether they plan to eventually replicate the Savings Goals feature the same as it works in Quicken Windows or plan to offer alternative ways to help users manage their savings goals.
Quicken Mac Subscription • Quicken user since 19931 -
I don’t know how I missed this survey and opportunity, but I would very much like to sign up to meet with the developers about budgets. Please send me a new link so that I can sign up for a phone call time.
Quicken Mac Subscription - iMac - Quicken Mac user since 19940 -
I tried this link and it failed. I’d really really like to talk to the Product Designer about budgets.
Quicken Mac Subscription - iMac - Quicken Mac user since 19940 -
Hi @newcastlelinda, We are no longer accepting interview calls, however, please feel free to share your feedback here in the comments section. The product development team can view them here. Thanks!
Quicken Janean
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HI Janean, well there is too much to say to put here in comments. When I had my User Research meeting yesterday with the Quicken for Mac team, they said they would like to talk to me also about Budgets. I'll have to wait and see if they contact me separately, but perhaps you could check in with them?
Quicken Mac Subscription - iMac - Quicken Mac user since 19940 -
Feature request: I would like a "share transaction" option for downloaded transactions from within Quicken.
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Feature request: I would like a "share transaction" option for downloaded transactions from within Quicken.
@mrpaley1 Could you elaborate on your request. I don't understand what you mean by sharing a downloaded transaction.
Quicken Mac Subscription • Quicken user since 19930
