Quicken Report for Recurring Transactions

whitey_71

I would like to see a report that shows the transactions in the Bills and Income Tab with Totals. The goal would be show the total of both income and spending for those items that are "committed" rather than one offs. This would be a sort of a view into "non-discretionary". I realize that this may be a challenge due to the multiple time periods involved. Perhaps the reporting time periods could be independent of the schedule time periods. For example a reporting period of monthly could include monthly scheduled items (obviously) and those items with schedules less than monthly. Quarterly reporting could include the schedules less than or equal to quarterly and so on.

Income and spending could be totaled separately and with a net line.

Maybe there is a way to do this already? I would love to know.

UKR

And once again, I missed that you're a Q Mac user. This answer is for Windows users. However, it is my understanding that the Mac Budget views are similar and may offer a similar feature …
Sorry about the confusion.

Have you looked in the Planning tab, Budgets view, Annual view (not Graph View)?
With an optional setting enabled (*), this tabular view will include scheduled reminders as if they are actual transactions already, to show the impact of reminders on your monthly budgets.

Here, in Dining Out, February Actual is a mix of actual expenses plus scheduled reminders for the remainder of the month, March Actual is scheduled reminders only.

(*) Click Budget Actions / View Options / Include reminders to enable this view mode.

jacobs

@UKR Quicken Mac has no comparable functionality as the "Include Reminders" in Quicken Windows.

The Quicken Mac developers have indicated they are going to make a number of major changes to the budget area of the program in the coming year, so hopefully this will be one of them.

UKR

Until that's been implemented, we can only dream … :-)