Daily Budget Report

tarik2nu

I'm writing this just so that someone, somewhere, knows the deciding reason for my Quicken MAC cancelation.

There is no daily way to keep track, via a report or other, of your budget. Quicken was, and is, so much farther in connections and layout than their competitors and yet, lagging so far behind in such a useful and expected feature. Why?

I cannot believe this is not available. It's like someone giving you everything you need for your financial gain and control and then holding off the one thing that tells you where you are on a daily basis…oh wait, that is what Quicken is doing.

Why are you losing customers over such an easy and important feature?

If you get it in before December…highly doubt that…I'll be happy to sign up for another year.

It's up to you.

jacobs

@tarik2nu First, I'm sorry to say that your post here probably won't reach the people you're hoping would read it, like the development team or Quicken executives. It's mostly fellow users here, along with a handful of Quicken moderators, who have no say and very limited insight into what's in the development pipeline.

I'm not sure what exactly you mean by a "daily budget report". Quicken allows you to budget for categories of income and expenses on a monthly basis, so the best it would eve be capable of doing s showing you where you stand with actual versus budget year-to-date. In fact, you can do this currently if you have the second column of the budget set to show "Budget Year-to-Date Totals":

If you're not seeing this, post back and we can tell you how to make it show up.

That said, one of the great shortcomings of Quicken Mac is that if you want a printed budget report, Quicken doesn't print this column. And worse, you can't set the period of time you want. Today, October 28, the January to October budget-versus-actual should be pretty useful, but on Friday when the calendar flips to November 1, if will be comparing budget January through November to actual on the first day of November, when what you'd want is a report of January through October, actual versus budget. It' frustrates the hell out of my that Quicken Mac still lacks this basic functionality.

BUT… the good news is that the developers have said they are planning to implement budget reporting for user-defined dates, as well as add a number of other long-requested budgeting features (such as rolling over overages and underages to the next month, envelope-type budgeting for savings, and more). So when will we see all this budget goodness in Quicken Mac? No one outside the development team can say, but we can take an educated guess. It won't be by December, sorry to say. But it likely will be sometime in 2025. Not too long ago, a Quicken administrator posted on this site a survey for users interested in the future of budgeting features. This is a step they sometimes take when they are in the design phase of a major new feature. (Design encompasses what the screens will look like as well as the logic of how it will work.) So I'd guess that as of today, they are likely fairly far along in the design phase, and the coding implementation phase will follow. Since overhauling the budget section of the program for all the things they have promised is likely a very big job, I'd expect it could be 6-8 months away. And that depends on which projects are ahead of this in the pipeline, and whether any of those features causes delays. So I'd expect that by this time next year, budgeting in Quicken Mac will be significantly changed and improved. But if December 2024 is your drop-dead date, it ain't gonna happen.

I hope that helps you gauge whether things stand and where they appear to be headed.

tarik2nu

I want to start my response by saying a big THANK YOU! Your response has been very thorough, detailed, helpful, and complete. I had no problem following what you are saying and understand fully.

Unfortunately, this was not the answer I had hoped for. You did understand what I was saying perfectly. I definitely need to set my own dates as I really budget more on a mid-month basis instead of the beginning of the month to the end of the month.

I felt you covered everything. I am disappointed in the time parameters but realize there are other things they are working on out there. I did, too, take some comfort in knowing I'm not asking for something that is way out there and that others are frustrated as well.

Thanks again. Your time is greatly appreciated.

jacobs

@tarik2nu Thanks. Let's all keep our fingers crossed that 2025 will (finally!) be the year that Quicken Mac adds the budget features to many of us have wanted for a very long time. The indications point in that direction, but I know we just won't know until it one day magically appears. 😂