Home Quicken for Windows Budgeting and Planning Tools (Windows)

Looking for planning tool that incorporates all recurring transactions

I need to project out daily balances for the coming year using data in recurring bills and income reminders. I want a line-item report with dates and balance from a single account from which all monies come and into which all monies go.

(That summary says it all, no need to keep reading if you know the answer.)

Some of the recurring bills are monthly, some annual, some every three weeks, and some, well, Quicken can't handle, such as every XX days or every 2 years (ironic since Quicken themselves offer 2-year subscriptions, it's not like they don't know SaaS comes in various renewal packages).

Setting aside those latter-mentioned shortcomings, I am trying to start a business and I need to know exactly where I stand on a day-by-day basis for the coming year. All the data are there. I can't find the report I want to generate from those data.

Best Answer

Answers

  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    You can get a bill frequency of every 2 years by choosing every 24 months. 

    Show Reminders in Register will show you the register line by line details and balance projections for the future date range you specify. 
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Thanks on the years / months info. I took your advice, we'll see in 2 years if that worked. It has an "every year" category but no way to say "every X years" as in the other interfaces.


    I can't find "Show Reminders in Register". I looked in:
    * right-click on the account
    * bills & income (that's the name they gave it, not reminders/ memorized transactions)
    * Every item in the Tools menu.


    On the basis of your post I'm sure it's somewhere, I don't know where. They probably think it's easy to migrate to their new UI, which demonstrates once again, they don't have a usability lab or even hallway testing.
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited February 2019
    Fire_ said:
    I can't find "Show Reminders in Register". I looked in:
    * right-click on the account
    * bills & income (that's the name they gave it, not reminders/ memorized transactions)
    * Every item in the Tools menu.


    There is a small gear icon at the upper right of the account register. It lists the register actions. You can select actions from its list and/or you can customize to add any of the actions to the action bar adjacent to the action gear. This feature was added in Q2013. 
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • I clicked on the gear. I can't post a screenshot because this interface doesn't support paste. Here's what's under the gear:

    Account List
    -
    √ Expand all accounts
    --
    √ Standard view
    Compact view 

    √ Show Credit Score
    -
    √ Show amounts
    √ Show cents in amounts
    -
    √ Show Current Balance in Account Bar
    Show Ending Balance in Account Bar
  • There's only the one gear at the top of ACCOUNTS.

    I found another gear in the register itself. It has 1.7 zillion options. Which one do I want for this issue?
  • Never mind, I found it, "Reminders to show in this register ->"
  • UKRUKR SuperUser ✭✭✭✭✭
    For future reference:
    The Windows Snipping Tool (available with Windows 7 and up) can be used to capture a partial screen image and save it to a file.  Microsoft Paint can be used to annotate the image.
    https://support.microsoft.com/en-us/help/13776/windows-use-snipping-tool-to-capture-screenshots
    To take a screenshot in Mac please see https://support.apple.com/en-us/HT201361
    Please create image files of type PNG, JPG or GIF only.
    To attach the image here, start composing your reply in the "Type your comment" box at the bottom of the webpage. At the top of the text entry window  you'll see a row of icons beginning with B I S
    Click the "Attach image" icon. It will allow you to select and upload the captured image file from your computer. The captured image will be inserted at wherever the cursor is located in the text.
  • Thanks, there are a zillion ways* to put something on the clipboard in order to then paste it in another application, then save that application, then click a button to link, then browse to the image, and select it.

    When it's on the clipboard, Ctrl-V should paste the image. Simple. One step. Easily implemented. It's not a challenging programming issue.

    * If anyone is following and wants to know the faster ways, on Windows 10, Windows Key + Shift + S; or right-click on OneNote in the tray and select "Take screen clipping"; or if you want the entire front-most window, Atl-Shift-Ctrl-PrntScr (PrntScr by itself if you want the entire screen, all windows).
  • markus1957markus1957 SuperUser ✭✭✭✭✭
    Fire_ said:
    I need to project out daily balances for the coming year using data in recurring bills and income reminders. I want a line-item report with dates and balance from a single account from which all monies come and into which all monies go.

    (That summary says it all, no need to keep reading if you know the answer.)

    Sounds like Projected Balances is what you are looking for. It's basically forward looking cash flow based on the reminders you set up. The "Show Details" button opens a listing of each future transaction with the corresponding account balance. I use a custom date range of 2 years into the future, it automatically increments from the current day. It won't print or export to Excel; that is disappointing. The Show Reminders in register is one way, but tends to clutter the register and make it hard to use.
Sign In or Register to comment.