Budgets
Andrew Bermant
Member
I would appreciate if you would spend some time improving Quicken's budget software. Some requested improvements:
- Add, delete, modify categories in Budget or in Categories and have such changes flow throughout Quicken
- Simplify the budget process allowing user three options: (a) autofill with prior year's data/expenses; (b) input straight-line expenses; or, (c) manually input expenses
-Revise column layout and headings in Budget v. Actual view to: Month: Actual, Budget, Diff, %; Year-To-Date: Actual, Budget, Diff, %; Year: Budget, % Spent
- Allow users to view only Month or Year-To-Date or Year columns
- Add warnings that can be turned on or off when one is about to exceed their budget
These a just a few of the improvements that would significantly enhance your product.
- Add, delete, modify categories in Budget or in Categories and have such changes flow throughout Quicken
- Simplify the budget process allowing user three options: (a) autofill with prior year's data/expenses; (b) input straight-line expenses; or, (c) manually input expenses
-Revise column layout and headings in Budget v. Actual view to: Month: Actual, Budget, Diff, %; Year-To-Date: Actual, Budget, Diff, %; Year: Budget, % Spent
- Allow users to view only Month or Year-To-Date or Year columns
- Add warnings that can be turned on or off when one is about to exceed their budget
These a just a few of the improvements that would significantly enhance your product.
1
Comments
Add ability to choose months/yearly data for budget prints/reports.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests Related to Budgets. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
I woudl also strongly recommend that you split out the rest of your ideas into separate threads so that other users can add their votes. This will help guide the priorities for the developers.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(QM2007, Canadian user since '92)
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I started using Quicken Budget on a very old version (2007 or so). It was very easy to set up. It was a simple list of categories with an amount, then I would click the month(s) I needed to pay it...Say for example - Auto insurance $500 in July. Then it would tell me how much I needed to set aside each month to be able to pay for that expense. This would let me budget monthly, but keep an eye on long-term spending.
Its sad that when I "upgraded" to a new version with the promise of an upgraded budget - with fancy bars - the actual functionality of the budget was ruined for me.
I think Quicken needs to go back to older versions and really look at how they have destroyed the Budget feature. Get rid of the bars completely. Fix the horrible 12-month view and let me know how much I need to save per month to make my annual expenses.
I keep upgrading thinking it will get better, but its not. So, I refuse to upgrade again till I know it will really work for me.
Winter