Scheduled transactions should have the option of appearing automatically in the budget

QMac UserQMac User Member ✭✭
I presented this idea previously and I believe it was merged somewhat incorrectly with another thread. My suggestion is to provide the option for scheduled transactions to appear automatically in the budget in QMac. 
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  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited September 2018
    Here is some of your original text:

    "It would be super helpful if scheduled transactions (including transfers) could automatically appear in the budget - or at least give the option to do so. This was a standard feature in Microsoft Money and it was sooo great. I hope Quicken will implement this soon!"


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

    (Canadian  user since '92, STILL using QM2007)

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  • Jim38@[email protected] Member ✭✭
    edited November 2018
    This reply was created from a merged topic originally titled Moving to Merge.


    Quick plug, I'd like to see Scheduled Income shown on the Budget tab. Example...

    image


    More importantly, though, one idea for including Transfers on the Budget tab: Simply use Excel-style, classic conditional formatting rules. Allow users to create custom entries for the Budget. Name: "Savings Transfers", Accounts from (Select all that apply): "BoA Checking", Accounts to (Select all that apply): "BoA Family Savings", Additional Filters: "Tag = " or "Payee Includes = ", etc., etc. 

    image

    Note: This conversation was created from a reply on: Add Ability to Include or Exclude Transfers on Budgets in Quicken for Mac.
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