Credit card balances should dynamically update in Bill Reminders (76 Legacy Votes) [edited]

LarryK · November 2016

Credit card balances should be reflected in Bill Reminders (dynamically update). This is a much missed feature from QWin and makes budgeting more difficult.

smayer97 · November 2016

You may also want to add your VOTE for other features related to Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)

First, click on the underlined link, then be sure to scroll down the page, as it contains a list of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97 · November 2016

I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...

The following are some of the many feature requests you will find:

List of Requests for Report Types
List of Requests for Report Related Features
Restore Transactions Downloading Acceptance and Matching workflow
List of Requests for Reconciliation Process
Add QuickMath functionality
True multi-currency conversion support
Loan Amortization
Budget features
many requests for configuration options

and many others.

Be sure to scroll down each page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97 · November 2016

I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...

The following are some of the many feature requests you will find:

and many others.

Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97 · September 2018

Ideally, this feature should have the option to maintain the "Estimated Statement Date" AND the "Estimated Payment Due Date" of the FI/Bank, either automatically (via linked Bills) or manually, via input from the user, so that charges to the credit card account after the Statement date are not included, until the Payment Due Date, at which point they become included...
Otherwise, this dynamic balance should reflect all charges recorded in the account.

(If you find this part of the IDEA helpful, please be sure to click "Like", so the developers will know, thanks.)

Unknown · October 2018

Just keep it like in the windows version. Update the reminder with the with the unpaid balance. The lack of this feature is the only reason I have the windows version running on the Mac.

andy · January 2019

This is so important! This features is needed!!

smayer97 · January 2019

Rare comment by Quicken Marcus about future plan... relates to this IDEA request.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-subscription-v5-9-released?topic...

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

redgar · April 2019

pretty new here and I just voted but shows only three votes. The subject says legacy votes of 70. Can you tell me what that means?

jacobs · April 2019

@redgar This Quicken Community forum was run on a different forum software platform up until the end of January of this year. When Quicken migrated to this system, the divorce from the previous provider didn't go well, so some things weren't able to be preserved in the transition. One of those was the vote totals for Idea threads; they captured the votes from the old system, but were unable to insert them into this system. So they employed the very low-tech solution of modifying the topic titles to include how many votes ideas had previously received on the old system -- "legacy votes." So you should add the 70 plus the 4 above to get a total of 74 votes for the idea.

Chai · September 2019

I wonder if there is a way in Quicken Mac to dynamically update credit card balance and reflect such balance in Projected Balance. This will be very helpful in budget planning.

Chai · September 2019

Tyka,
As I accrue new credit card balance in everyday use, and I pay the full balance with every statement (which basically is a bill to pay), the Projected Balance curve in Bill and Income tab should reflect that dynamic change. Quicken Window has that capability but not Quicken Mac.

sotu00 · May 2020

I would like to see this too. As a previous Quicken Windows user, I used to have my balance reflect. As I used the card, my bill would increase and show on the Projected Balance graph.

E.G.

I have a card that is due on the 1st of the month. Here is how I used it:

Today (5/2) my statement comes out and says on 6/1 you will owe $100. I enter into my register a payment on 6/1 for $100. From today (5/2) until 6/1 I charge an additional $50 on the card. In the Windows version, my 7/1 balance would show $50. This is the new charge. My 8/1 balance would show $0. This is because I have a total of $150 in charges, and 2 payment which total $150 ($100 on 6/1 and $50 on 7/1).

Basically, I have it setup to always pay whatever balance is due on my next available scheduled entry. This is the way it works in the Windows Version.

allaboutmoose · October 2020

I am another user that has recently switched from windows to Mac and have noticed the lack of this setting. Having to manually update the credit card balance at every download doesn't make sense.
Please have this feature added sooner than later.

smayer97 · October 2020

A related by slightly different (subset) IDEA is
Credit Card Payment Options (Pay in Full vs Min) for Projected Balance Calculation

System · October 2020

This discussion was created from comments split from: Credit Card Payment Options (Pay in Full vs Min) for Projected Balance Calculation (4 Merged).

Credit card balances should dynamically update in Bill Reminders (76 Legacy Votes) [edited]

Under Consideration · Last Updated July 2020

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