Budget Rollover Included in Budget Report
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JayDub
Member ✭
New to forum here, but where do I make a product suggestion?
The below discussion is closed, but this is exactly what I need. I need to be able to report on AVAILABLE budget YTD---including rollover amounts. I just finished getting my manual spreadsheet (from 1991) out of my workflow, but this is the one missing piece. As Joseph Hanna states,...
What I'm looking for is the budget report to have the following columns:
(1) Category;
(2) Prior Month Rollover;
(3) Current Month Budget;
(4) Total Budget for Current Month (2 plus 3);
(5) Actual;
(6) Difference; and
(7) Rollover to Next Month (4 minus 5 for categories designated as rollovers).
A printable budget report I can review with my wife is not really useful without this. If we pulled in $500 from 2020 I need to be able to show that as still 'spendable'
Sounds like Joseph has asked for this for 5 years so I'm not holding my breath, but hopeful nonetheless.
Jay
https://community.quicken.com/discussion/7879925/budget-rollover-included-in-budget-report
The below discussion is closed, but this is exactly what I need. I need to be able to report on AVAILABLE budget YTD---including rollover amounts. I just finished getting my manual spreadsheet (from 1991) out of my workflow, but this is the one missing piece. As Joseph Hanna states,...
What I'm looking for is the budget report to have the following columns:
(1) Category;
(2) Prior Month Rollover;
(3) Current Month Budget;
(4) Total Budget for Current Month (2 plus 3);
(5) Actual;
(6) Difference; and
(7) Rollover to Next Month (4 minus 5 for categories designated as rollovers).
A printable budget report I can review with my wife is not really useful without this. If we pulled in $500 from 2020 I need to be able to show that as still 'spendable'
Sounds like Joseph has asked for this for 5 years so I'm not holding my breath, but hopeful nonetheless.
Jay
https://community.quicken.com/discussion/7879925/budget-rollover-included-in-budget-report
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Answers
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The way you make suggestions is by posting an "Idea", which will include a button for people to vote on.
In the case of your current suggestion that has already been done and you can vote on it here:
https://community.quicken.com/discussion/7862121/budget-report-to-include-rollovers
For future reference to submit an Idea select Discussions at the top of this page and then:
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This discussion has been closed.