Three Feature Requests: Date Range; Shortcut; Import

ericg

New Date Range -- Year To End-Of-Last-Month

This was a feature in (now) ancient version of Quicken for MacOS and I would like to see it return. I have been missing it for over a decade now.

When creating a report, I can select the Date Range "Year To Date" which will include all of the transactions for the current year to the current date. However, I would like to only include transaction to the end of last month.

Why? Because all of those transition have been reconciled, etc. and nothing will be changing.

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New Shortcut - Export a full budget to a CSV

I would like to see a MacOS shortcut added which would allow me to export a full budget to a CSV. 

I am not talking about the macOS feature of adding keyboard shortcuts via System Settings -> Keyboard -> Keyboard Shortcuts -> App Shortcuts. This does not solve my problem because it still requires me to manually select the budget to export before using the shortcut.

With the Apple Shortcut I am referring to, I could use Apple's automation features to script the selection and export of a budget. I suggest passing this request by one of your macOS software engineers familiar with Apple's automation features like Automator or Apple's Shortcuts app. I want to be able to automate the export of a full budget to CSV.

For detailed information, please take a look at

  https://support.apple.com/guide/shortcuts-mac/intro-to-shortcuts-apdf22b0444c/mac

and

https://developer.apple.com/videos/all-videos/?q=shortcut

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I would like a well defined and documented way to import financial data. My financial institution does not provide OFX or QFX files. Nor can I create an electronic connection to download the transactions automatically. I cannot find any documentation on create my own mint.com compatible CSV files. I cannot find any documentation on creating an OFX or QFX file that Quicken will import. I can obtain the transactions from my financial institution as a CSV file. I only need to know how to transform that data into something Quicken can import

[Edited - Documentation on formatting CSV for import into Quicken Mac can be found here: https://www.quicken.com/support/how-do-i-import-a-csv-file-into-quicken-for-mac/#section-windows-2 ]

ziggy29

I would very much like to see the "year to date" budget on the Budgets tab exclude a partial month in progress, or at least add the option to do so. I don't find YTD budgets-versus-actuals reporting to be particularly useful for a partial month in progress.

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