Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Budget Rollover Report (46 Legacy Votes, +4 Merged Votes)

It would be nice to have the capability to create a budget report that includes rollover balances from the previous month/period.
57
Comments
If you do not click VOTE at the top of the page, your vote will NOT be counted!
Click "Follow" at the top if you want to receive notifications of any updates to this thread.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
Mac users may want to go click on the underlined link to add your vote to more related ideas.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
The number one feature that keeps our family from migrating over to Quicken for Mac is the lack of monthly budget rollovers. We use this constantly to set monthly money aside for budgets that we use for large long term expenses like car tires and vehicle maintenance. It is also really nice if we over spent on groceries for one month, that the next month's budget reflects this so we know to try and spend less. This is a SUPER feature and absolutely critical to our budgeting. Please, if you can, vote for this feature on Quicken. For Mac, just click on "Quicken" next to the apple on the top left of the toolbar at the top of the screen and click "Provide Feedback". There you can free type a feature that you want to be added, just type "monthly budget rollover". They update features based on these community votes, so please vote and encourage others to vote as well.
Thanks,
Chris
In order to show "real" balances, I have to play with the date ranges.
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.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
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.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
If you do not click VOTE at the top of the page, your vote will NOT be counted!
Click "Follow" at the top if you want to receive notifications of any updates to this thread.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
i.e. if January finishes +300, but February finishes -500, then at the end of February, estimated cashflow is -200. A tally like this running through the year can help immensely with budget planning.
In the attached example I happen to have that line item listed as "reserve" and it is above the summaries, but below would probably make more sense within the product. The usefulness here is that while my end of year numbers are positive in relation to income vs expenses, I have a month by month difference but no running total of when I go negative and then come positive again.
But if that can't be done, an export of the budget, with formulas included would go a long way too, for totaling by month, etc. Right now after I export the budget I then need to manually go in and replace the totals with computed formulas to do the planning.
Questions? Check out the Quicken Windows FAQ list
Windows users can rollover budget categories from month to month. Please allow Mac users to do the same! When purchasing this product it is not clear that Mac users are unable to do this and without this feature, the entire budget tool is not very useful at all.
Welcome to the Community!
I have moved your post to the ongoing Idea thread to have this feature added to the Mac version.
Unfortunately, the ability to rollover amounts in the budgets has not been created for the Mac version as of yet.
Our developers review these Idea posts to get an idea of what people would like to see in the product, so please go to the top and vote on this idea.
Thank you!
-Quicken Tyka
When I ask about rollovers, I'm curious about a situation where I budget $100 dollars for category each month, but I only spend $80 dollars so the amount rolls over and we have $120 in that category the next month.
The best I can tell is that editions up to Quicken for Mac 2018 didn't have this feature, but I'm wondering if anything beyond that does.
I have moved your post to the ongoing Idea thread to have this feature added to the Mac version.
This Idea has been marked as "Planned" meaning feature is planned to be added to the Mac version.
However, I am unable provide and ETA of when to expect these feature to be available.
Thank you for your patience,
-Quicken Tyka