Budget Reports
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007dan
Member ✭
:(
I am frustrated by the limitations around budget to actual reporting in the MAC version of Quicken. I have been waiting a few years for this to be fixed/enhanced. A few specifics - 1. Its Oct 10th and I just finished updating everything and I want to look at YTD Sept 30 Budget to Actual - can't do it. 2. I want to look at July Aug Sept, i.e. Q3 budget to actual - I can't do it. 3. There isn't a good print option to get a one page simple readout for edit/discussion.
Bottom line - I would like to see a lot more flexibility in report generation for budgeting and review of budgets.
I am frustrated by the limitations around budget to actual reporting in the MAC version of Quicken. I have been waiting a few years for this to be fixed/enhanced. A few specifics - 1. Its Oct 10th and I just finished updating everything and I want to look at YTD Sept 30 Budget to Actual - can't do it. 2. I want to look at July Aug Sept, i.e. Q3 budget to actual - I can't do it. 3. There isn't a good print option to get a one page simple readout for edit/discussion.
Bottom line - I would like to see a lot more flexibility in report generation for budgeting and review of budgets.
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Comments
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Hi @007dan,
Thank you for contacting the community, I understand that not having certain features available that you would like may be frustrating. I have included a link to an idea post that I believe is related to what you are looking for where you can go and add your vote to bring the attention of the development team and hopefully get some of these features added.
https://community.quicken.com/discussion/7400873/add-ability-to-choose-months-yearly-data-for-budget-prints-reports-43-legacy-votes#latest
If this is not what you are speaking of then I have also added a link showing you how to create an idea post to voice your opinion and start collecting votes.
https://community.quicken.com/discussion/7849425/creating-and-voting-for-ideas-in-the-community
I hope you find these of use and I apologize for any inconvenience.
Thank you,
Quicken Jasmine
-Quicken Jasmine
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