Budget Rollover Report (46 Legacy Votes, +4 Merged Votes)

The QWIN budget tool has this option for years and was very helpful. I like over all I like the new budget tool in QMAC. But it is missing this key option to set a budget to rollover its surplus/deficit to the next month. PLEASE ADD to QMAC so I can stop use a spreadsheet for my 12-month budget.

This reply was created from a merged topic originally titled VOTE to add monthly budget rollover to Quicken for Mac!.


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

Yes!  This!  A budget report is practically useless unless it includes rollover amounts.  For example, I handle the finances for our family, but I want to empower my wife to make purchase decisions without her feeling she has to come to me to "ask for permission".  I was hoping to print out a budget report to show whether we have a deficit or a surplus in certain categories from month to month so that my wife can make her own decision whether the family can afford to make a purchase.  Otherwise, she has to wait for me to be home and open up Quicken to tell her what our "real" budget balance is for a category.  Thus, "asking for permission".

In order to show "real" balances, I have to play with the date ranges.

I've already upvoted this, but I wanted to make sure any Quicken devs looking at this knew that I also VERY much could use this. I currently have to read by eye the rollover values for more than 60 categories every month to ensure everything reconciles for me (e.g. money out = money in). I've resorted to writing custom code in Python to do this, but the report output is awkwardly formatted enough that I had to spend hours just encoding the text properly, removing tabs, etc. I'm fatigued enough that I still haven't finished the project (although DM me and let me know if you have Quicken 2017 and would like a link to the open source code once it's up - I'll get there!).

Thanks guys for chiming in with your support. Your comments express exactly why it behooves Quicken to solution this relatively simple issue. We are being forced to go outside the program to complete tasks (with other software), given the programs inability to offer the compete picture. Not a sustainable business model in my opinion. Hopefully it gets addressed soon.

I am currently using a spreadsheet to do this, which is very undesirable. It would be extremely helpful to include this just below the Monthly "Difference" row in the budget tool. Below the Budget Difference, include a running tally of planned cashflow. 
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.

Marcus Aurelius said:

Yes!  This!  A budget report is practically useless unless it includes rollover amounts.  For example, I handle the finances for our family, but I want to empower my wife to make purchase decisions without her feeling she has to come to me to "ask for permission".  I was hoping to print out a budget report to show whether we have a deficit or a surplus in certain categories from month to month so that my wife can make her own decision whether the family can afford to make a purchase.  Otherwise, she has to wait for me to be home and open up Quicken to tell her what our "real" budget balance is for a category.  Thus, "asking for permission".

In order to show "real" balances, I have to play with the date ranges.

this is HUGE!!!!

This reply was created from a merged topic originally titled Quicken for mac 2019: Why can't I rollover budget categories for each month?.


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.

Does any of the recent editions of Quicken for Mac have the ability to do account rollovers similar to what is available in the Quicken for Windows versions?

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.