Customizable budget format: adjust column width, add indentation, rolling time window (Q Mac)

In Quicken for Mac, I want to be able to customize the format of the 1 month and 12 month budget views, such that I can increase the width of the categories column and show indentation to reflect hierarchy of categories and subcategories (like you can do in a pivot table in Excel).
I would also want to be able to choose a rolling time window, instead of being tied to the calendar year (e.g., past 12 months).
Comments
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Hello @Mario_Cinci,
Thank you for coming to the Community to share your feedback! Since you are asking for features that aren't currently available in Quicken for Mac, I converted your post into an Idea. Ideas that get enough votes may be implemented in the future!
Thank you!
Quicken Kristina
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As far as being able to change the time range of your budget, that suggestion has already been accepted by the developers for a future update. No idea when we'll actually get it, but it's on the horizon somewhere.
I don't think anyone has suggested being able to adjust the budget column widths, I don't see a product idea thread for that so I would suggest you make one in theBudget and Planning Toolsidea forum so that other users can vote on it.(Edit: never mind, I see we're already here.)Finally, I'm not sure what you mean about indentation, the category & subcategory names are already indented. Unless you meant the numbers should also be indented.
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@Mario_Cinci The 1-month and 12-month budget screens in Quicken Mac were developed at different times. The 1-month budget was part of the original effort to re-create a new Quicken Mac from scratch back in 2010. That screen hasn't been touched much since that time, so there are all sorts of shortcoming with it — not the least of which is the inability to adjust the width of the column to make the categories fully visible. After former partner company Intuit bungled the development effort and almost dropped Quicken Mac, the current version was launched in 2014. In 2016, the developers added the 12-month budget functionality. Along the way, they added the ability to select accounts and to include transfers as categories, but the overall user interface has remained unchanged since 2016.
Over the years, there have been a lot of user requests for enhancements to the budget area of the program. First and foremost is the ability to generate a budget report with a user-defined time period, so you could get a budget-to-actual comparison as of the end of the prior month or quarter. Other requested features include the ability to roll over over-underages from month to month, the ability to set up envelope-style budgeting, the ability to budget selected categories but have all other categories roll into an "everything else" line so you can always see your bottom line, incorporating scheduled transactions into budget amounts, more control over expanding/collapsing categories, ability to enter comments on budget categories or fields, ability to edit the budget on the main budget screen while viewing actual amounts, ability to print budget without actuals, and more!
The good news is that the developers have marked a number of these features as "Planned", and last year solicited user input on budgets, as it seems apparent they are working on a major revamp to the budget portion of the program. The previous product manager for Quicken Mac said years ago that the code for the current budget was very complicated and fragile, and that adding new functionality would likely require a wholesale re-write of the budget code — so my guess is that this is what's going on right now. We have no clue how soon new budget features will be released, but I'm expecting to see some major changes in this area sometime in 2025.
That may be more information than you wanted 😂, but hopefully it offers some of the history about why the budget is the way it is, and what we might expect moving forward.
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