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Can I do a projected amount?

Don Awalt

So, I have a category "subscriptions" - various online subscriptions our family has. I can easily see how much was spent in prior years, and I can, using the spending by category report, see expenses in this category year-to-date in 2025.

Now, in the case of this expense type, it just so happens that every one of our subscriptions has a Scheduled Bill & Reminder entry, where the charge will be entered into a register the day before that bill is auto-paid online.

So I was wondering - since the data is there for future charges, is there any way I could see a projection of expenses for all 2025 in this category, using YTD actual plus an aggregation of the scheduled bills thru the rest of the calendar year?

Thanks!

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Accepted answers

Boatnmaniac

I think the only way to see the projected annual expenditures (actual YTD + planned) is to either enter all of the reminders for the remainder of the year or to manually enter transactions into spending account register for them for the remainder of the year. Then you'll be able to see the full year projected spends in your budget plus many of the various spending reports. I am not aware of any other way to do what you want.

All comments

Boatnmaniac

Don Awalt

That's what I figured, thanks @Boatnmaniac

[Deleted User]

@Don Awalt to add to what @Boatnmaniac said,

I have created reminders for every income and expense so that there is very few transactions that I ever need to add outside of the reminder transactions. This includes all investment income.

Then, I post the reminder transactions out 12 months. I started doing this because I use a Zero-based Budget and this was the only way I could find to set it up in Quicken. Each day, I need to ensure that all income and expenses net with each other.

As a result, I can run reports that project annual or year-end income and expenses pretty accurately. I know it seems like a lot of work, but once you get the initial set up in place, it runs pretty smoothly.

Jim_Harman

You can print actual plus projected income and spending for Categories that are included in your budget from the Planning > Budgets page.

[edit - Thanks to @UKR for this] To include projected amounts from Reminders, go to Budget actions > View options and select Include reminders.

Select Annual view and Actuals only. To print or export, go to File > Print budgets or hit Ctrl-P.

You can't select just one Category and the format is reminiscent of the DOS days, but the data should be there.

I think if you only want to see one or a subset of of your Categories in the report without messing with your working budget, you could create another named budget that includes only the desired Category or Categories and has the Include reminders option selected. Since you are only concerned with actuals and projected amounts, you would not have to set up budgeted amounts in that version of the budget. I have not tried this option, so back up first in case something goes wrong.

mshiggins

The only Quicken feature that shows the accumulated amounts for reminders is the Tax Planner. You could temporarily assign a tax line item to your subscription category, then use the Tax Planner to see the accumulated amount for the year.

UKR

Let's not forget this optional setting in Planning Tab / Budgets:

cap30 budget view options incl reminders.png

Click Budget Actions, View options and click to put a checkmark on Include reminders.
This will result in all future dated reminders to show in the Budget's Annual View as if they were actual transactions already. There's no need to pre-enter future dated reminders for planning purposes.

BillBelanger

if I understand your question correctly, you can book the expense for each month and offset it with a “prepaid “ expense category. Then offset that each month.

Bill Belanger