We Want Your Feedback! Help Us Improve Budgeting in Quicken

gr802

Thank you appreciate the reply. I do have a ticket, they directed me to this forum for help.

Quicken Alyssa

Hello @gr802,

Thank you for taking the time to share your feedback — we appreciate your contribution to the discussion.

I wanted to let you know that there is an open ticket for the issue you've reported, and our teams are actively working on it. At this time, we don’t have an ETA for resolution, but please know it’s on our radar and being addressed.

Thanks again for your input and patience as we work to improve the budgeting experience in Quicken.

[CTP-14041]

gr802

Thank you!

Quicken Alyssa

Hi @gr802,

It was no problem at all.

If you need further assistance, don't hesitate to reach back out.

Thank you!

Ben B.

Hi. I'd love to have a call scheduled to provide feedback. I'll also place it below

Regarding budgeting:

1. In the monthly view please consider moving the summary to the top or giving the user the option to have it at the top.
2. Please allow for categories to be collapsed under their parent in the monthly view.
3. *****MOST IMPORTANTLY******* Is there any way that the budget, while in monthly view, can be edited? It's pretty cumbersome to have to go into edit mode to make a budget edit, and then you can't even see the existing amount spent in the category you are trying to edit. I dream of a fixed (set in stone) budget but the fact is a budget needs to be flexible at times. It would be nice to see that flexibility added as well.
4. The monthly budget has pretty large bars, and takes up a ton of screen space. Perhaps a redesign that can be more efficient instead of giant bars across the screen.

Please take the above constructively, I really like the tool but there's always room to improve.

Thank you.

Michael Jones

I would love to see improvements in the PC version as well, not just the Mac version. I find budgeting in the PC version to still be frustrating as there are not enough tools available to understand why or how Quicken comes up with totals it does, among many other things.

jacobs

@Michael Jones You should post your comments in a Quicken Windows section of this forum. This category and this particular thread involve Quicken Mac, so you won't get offers of help from fellow Quicken Windows users, or get your specific feature requests seen by the Quicken windows developers, by posting there. (And those of us who monitor the Quicken Mac topics can't offer much input because we don't use Quicken Windows!)

Michael Jones

Yeah, I know. Just hoping all the Quicken folks talk and they can talk up fixing a bunch of stuff on the PC side as well and posting a similar survey over there. ;)

https://community.quicken.com/discussion/comment/20531647#Comment_20531647

mybank2002

@Ben B . Completely agree on all of these, especially the inline editing in monthly view. That is probably the single most frustrating workflow issue for me. Having to switch into edit mode while losing visibility of what you have actually spent in that category makes it really hard to make a good call in the moment. It should be possible to just click a value and edit it right there.

The oversized progress bars are something I feel strongly about too. A more compact, information-dense layout would let you see far more of your budget at a glance without constant scrolling.

I also want to second the summary at the top request. It is the most important piece of information on the screen and it is buried at the bottom.

These points align closely with what others have been asking for in this thread for a while now, including better category hierarchy, collapsible groups, and a general reduction in visual clutter. I have been using Quicken primarily for budgeting for nearly 25 years and the Mac budget module really does need a ground-up rethink. Hoping the team is pulling all of this feedback together and that 2026 is finally the year we see something meaningful.

Qunbee

This survey really isn't digging deeply into what clients would categorize as positive features. Including more questions about perceived negative criticism from clients would provide insight on future updates.

jacobs

@Qunbee I'd first note that you're commenting on a survey they posted about 18 months ago. At the time, I believe the developers were actively working on possible functionality and design of a significantly revamped budget section of the program. For some reason, that project did not come to fruition, but the user feedback was nonetheless useful in identifying how users wanted to do budgeting in Quicken.

The problem is that the Quicken Mac development team is very small, and completely re-writing the old budget portion of the program would require a major commitment of time and staff resources — and management has to decide whether to make this a priority or to address numerous other omissions, shortcomings and feature requests — because they just don't have the staff to do it all. From discussion I have had with the Quicken Mac product manager, I know they are aware of the shortcomings and users' desires for improved functionality. I believe they don't expect to turn Quicken Mac into the do-everything, premier budgeting application, but they do want to add functionality to address some of the biggest pain points with the current code. They have usage statistics that tell them that the budget portion of the program isn't highly used by Quicken Mac users, but that doesn't tell them if it's because there isn't broader interest or because the current implementation is so inadequate. And so it's tough to make a decision about whether to completely re-write the budget code or to try to fix some of the current shortcomings without a full revamp.

JayBugs

"They have usage statistics that tell them that the budget portion of the program isn't highly used by Quicken Mac users, but that doesn't tell them if it's because there isn't broader interest or because the current implementation is so inadequate."…that is a classic software development issue, similar to saying you are not getting any 911 calls becuase the phone system is down.

Perhaps the Mac product manager could (I assume they have) look at how much budgeting is used on the Windows version. I know that when I was using Windows Quicken for a decade I used the budget heavily…because it was good. As soon as I move to the Mac version I mostly stopped becuase of how little use it was. I think budgeting usage in Windows would be a better proxy for how a rewritten (good) Mac budget section would be used than any current Mac usage telemetry statistics.

debbeh

I believe Quicken for Mac is missing out on attracting customers who are primarily interested in a budgeting feature. While I do have a budget setup, I must admit that I’m not a fan of it. This feature needs a complete overhaul to make it user-friendly and easy to set up, especially for new users. I used to use Quicken Mac to monitor my daily activities and another software for budgeting. However, it became too time-consuming to use both, so I now use Quicken exclusively. Instead of checking my budget every other day, I now check it every other week.

I genuinely hope that after all the surveys they will overhaul of the budgeting features, and make Quicken for Mac finally meet the needs of its customers. .