Monthly budget

jrosegarden

Quicken for windows has a great report that Quicken for Mac does not provide. It really helps to be able to have a column of actual, budgeted and difference, for each month. This is a feature that I have used all the years in window. Had I known that Quicken for Mac did not provide this, I would not have bought a Mac laptop.

Jon

A budget report showing actual spending vs planned spending is a planned feature; unfortunately we don't know when it will appear.

jacobs

@jrosegarden If you print or export your budget to a spreadsheet, it will provide the three (budget, actual and difference) columns for each month. Unfortunately, these exports don't offer a year-to-date-as-of-last-month-end total column. What that means is you can export and open the budget in a spreadsheet, but then you need to the current and future month columns, and then you have to manually create three columns for summing the prior months of budget, actual and difference. It's not super-difficult if you're adept with a spreadsheet, but it's time-consuming to do each time you want it, and of course, it should be provided as a basic report within Quicken.

As @Jon said, the Quicken Mac developers have stated that they are working on enhancements to the budget portion of the program, so I think there's an end in sight to this longtime glaring omission. We don't know when it will come, but there's reason to believe we will see some of the promised budget improvements later this year.