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Budget Carryovers in Reports

Randyrama

I hope I am just missing something, but if I am I can't find it. For budget categories set up to carryover unused funds to the next month, it appears this doesn't show up in budget reports. I set up an amount in January for Medical Other and have it set up to rollover totals from month to month…I have no expenses in that category for January and on the budget it shows to rollover to February, etc. But if you run a report it shows the budget for Feb (and beyond) as 0. Is there an option I am missing the report, or is this a bug? Or is that 'just how it is'? Thank you!

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Accepted answers

Quicken Kristina

Hello @Randyrama,

Unfortunately, there currently isn't an option to show budget rollovers in budget reports. If this is a feature you'd like to see added to Quicken, I recommend that you add your vote to the Idea post linked below:

https://community.quicken.com/discussion/7862121/budget-report-to-include-rollovers-3-legacy-votes

Ideas that get enough votes may be implemented in the future!

In the meantime, maybe the process in @UKR's post will meet your needs?

https://community.quicken.com/discussion/comment/20037374#Comment_20037374

I hope this helps!

All comments

Quicken Kristina

Hello @Randyrama,

https://community.quicken.com/discussion/7862121/budget-report-to-include-rollovers-3-legacy-votes

Ideas that get enough votes may be implemented in the future!

In the meantime, maybe the process in @UKR's post will meet your needs?

https://community.quicken.com/discussion/comment/20037374#Comment_20037374

I hope this helps!

Randyrama

Thank you for the timely reply, @Quicken Kristina. I voted for the new feature, but it doesn't seem like that route is getting a lot of traction. I am not sure why it would be considered a new feature, anyway…it seems like it would be a basic requirement of any report regarding budgets to reflect the actual numbers in your budget. I don't see how they can be helpful, otherwise. Anyway, thank you again for getting back to me on it.

q_lurker

I’ll rephrase your question or request a little differently.

Say you budget $50/mo for a category. In January you only spend $10. You seem to want to then show that you budgeted (or have available to spend) $90 for that category in February.

I would find that a very confusing presentation.

I’d put this in the “just how it is” classification.

Chris_QPW

@q_lurker I don't see why this feature request would be confusing. What I find more confusing is that that the budget reports don't support the same features as the Budget View. In the budget view you can include rollovers and reminders, but you can't do the same in the reports.

Now mind you, I think it should be an option to show them, but it is very confusing to be looking at the Budget View and bring up a budget report and get a completely different set of numbers.

I understand the history of all of this, but that doesn't mean they shouldn't have over time made the two consistent (reports long predate the view, and as they added features to the view, the reports didn't always get them). And for that matter the "Graph View" and the "Annual View" have some confusing differences on how they handle "What's left".

Note it would also be a good idea to have an option to be able to turn off showing the rollovers in the Budget View. Right now, you can't do that.

Randyrama

https://community.quicken.com/discussion/comment/20459218#Comment_20459218

If you use and understand how the rollover features work I don't think it is confusing, at all. It is far more confusing to not see it in reports. There are items that I want to set a budget for on an annual basis (or even rollover unused balances from the previous year's budget) and want the total amount available to use and consider it within my budget from day 1 of the year. Rollover enables that and it is very handy - and it is completely optional so if one doesn't want it, they don't have to use it. It just seems that adding a useful capability for budgeting should not invalidate the reporting for it.