We Want Your Feedback! Help Us Improve Budgeting in Quicken

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Comments

  • gr802
    gr802 Quicken Mac Subscription Member ✭✭

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

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    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]

    Quicken Alyssa

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  • gr802
    gr802 Quicken Mac Subscription Member ✭✭

    Thank you!

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hi @gr802,

    It was no problem at all.

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

    Thank you!

    Quicken Alyssa

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  • Ben B.
    Ben B. Quicken Mac Subscription Member

    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
    Michael Jones Quicken Windows Subscription Member, Windows Beta Beta

    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
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @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!)

    Quicken Mac Subscription • Quicken user since 1993
  • Michael Jones
    Michael Jones Quicken Windows Subscription Member, Windows Beta Beta

    Yeah, I know. Just hoping all the Quicke 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

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