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Quicken for Mac Improvement Suggestion - Account Projection Calculation

Show Projected Balance in Sidebar requested update.
Currently when this is selected it shows the projected balance update for the Banking and Property & Debt areas but does not update the Investing area (which includes Brokerage and Retirement categories).
Although for the most part Investments should be linked to online accounts and be dynamically updated and therefore not have to be projected into the future, there are situations in which they do need to be projected regardless if they are linked or not. One example is: within the retirement account you have an annuity that grows at a set guaranteed interest rate until withdrawals these set interest disbursements can be projected with each yearly date recorded in your quicken retirement account using manual entries. So todays value may be $1,000 its future value may be $1,500.
I have used quicken Windows and Mac for years and like to use the Show feature as a quick way to see my current net worth and distribution across accounts and at one time this feature worked as expected, however, now I cannot get an accurate quick view as it does not include the Investing area in the projections.
I would appreciate Quicken considering this update. If Quicken chooses not to implement it I would like to know the rational as to why it is not implemented.
BTW - I do get around this using custom reporting, but I shouldn't have to do this work around.
2 votes

No Status · Last Updated


  • RickORickO SuperUser ✭✭✭✭✭
    edited June 2018
    I agree. If thee are future/scheduled transactions in an investment account, these should be reflected when the Show Projected Balance option is chosen.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Quicken_TykaQuicken_Tyka Moderator mod

    Hello All,

     This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.

     If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to Add your Vote and a comment explaining how this Idea would be beneficial for you.

    More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

     Thank you,

     Quicken Community Support Team

    -Quicken Tyka
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    Sounds more like a bug that needs addressing vs closing this down.
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