Feature Request: Saveable Forecast Views for Projected Balances Using Budgeted Expenses (Q Mac)

186kmph · July 15

Domain: Bills & Income [Projected Balances]

Use Case:
I would like the ability to look ahead and forecast end-of-year balances for a specific group of accounts—such as a set of rental property accounts—using the budgeted values for known expenses (e.g., taxes, insurance, and fees). This would help with proactive planning of withdrawals and other spending decisions based on anticipated cash flow.

Here is a sample of a forecast for a group of specific rental properties:

Current Challenge:
Currently, Quicken allows only a single account selection profile at a time. This means I must manually reselect the same 4–5 accounts (from dozens) every time I want to review that particular forecast. There's no support for saving or reusing custom groupings of accounts, and multi-selection is not retained. Once I finish the review, I also have to manually reset everything to return to my general forecast view. This repeated manual process is error-prone and inefficient, especially with a large number of accounts.

Here’s a visual example showing just a portion of my account list—managing this without filtering or saved views becomes tedious.

Suggested Enhancement:
Please allow users to save named account selection sets for use in the Projected Balances view. This would enable:

Quickly switching between different forecast scenarios (e.g., rental properties, personal spending, investment accounts)
Reusing customized account groupings without repeating the selection process
Reducing manual errors and improving the forecasting workflow

FYI, I found there was no category for General Quick Feature. (I use Quicken on Mac)

[Moved to QMac section of the Community]

Chris_QPW · July 15

Use the Projected Balances on the Classic Dashboard instead.

186kmph · August 24

Not sure you fully understand the feature requested Chris…. This is a feature for the Projected Balances behavior (I am using this). Once you set the feature up by taking the time to select what accounts you want in your report, you have no means to save it before starting the next set. There is also no multi-select option for the accounts to add during creation. If you have many accounts like me, this takes some scrolling and clicking and doing this each time is not desirable. It would be better to save the settings much like saving the accounts selected in the reports that I build.

Chris_QPW · August 24

You can't do what you want on the Bills & Income tab, but you can do it on the Home tab.

On the Home tab select the gear icon and make sure Classic Dashboard is on:

This will allow you to create as many Classic Dashboard views as you like.

My Money is the default view for the Classic Dashboard, if you click on one of the Classic Dashboard views and then the gear icon:

Customize View is where you can add "widgets" to that view, and you can use Add View to create more views if you like. As an example, for you I selected Add View (renamed to Projected balances):

Add as many as you like, and select Save:

Each can have its own set of accounts and time range.

Jon · August 24

@Chris_QPW You're posting about Quicken Windows, and the thread is tagged Windows, but this is in one of the Mac idea forums and @186kmph's screenshots look like a Mac.

jacobs · August 24

@Chris_QPW Quicken Mac doesn't allow creating multiple instances of Dashboard cards or Customized Views which you've illustrated in Quicken Windows.

Chris_QPW · August 24

I’m sorry folks I could have sworn that this was on a Windows thread.

Jon · August 24

@Chris_QPW It's possible that it started on a Windows forum & got moved. That's happened to me a time or two in the opposite direction.

186kmph · December 15

This product is even harder to use as there is no way to multi-select the accounts, you it is very annoying to foramt another set of accounts time and time again…. Thsi feature could be some much better if I could save the account selection and also select more than one account when building the report!

186kmph · December 15

To make this product somewhat useable, I have to rename the numerous accounts (I place an undesrscoe "_" in front) so the float to the top of the selection list. I have hundreds of accounts and this selection process is a big drag on the overall value. Thank goodness I can now keep them organized in the side bar and not have this reorder them there. That was a nice feature added.

jacobs · December 15

@186kmph Re-reading this thread, I’m curious why you have hundreds of active accounts. Accounts in Quicken are designed to mirror real-world accounts with banks, credit cards, brokerages, loans, etc. Do you actually have hundreds of real estate properties each with their own bank accounts? I’m just wondering if some of what you’re trying to accomplish could be done more effectively using tags for each rental property, or using the Business & Personal subscription features to set up each property as its own business.

But I do understand the feature request you have here, and I think it could be useful in additional places in Quicken Mac. For instance, selecting multiple accounts in the investment portfolio screen would significantly benefit from a way to save and re-use a group of accounts without manually selecting them each time.

Feature Request: Saveable Forecast Views for Projected Balances Using Budgeted Expenses (Q Mac)

Reviewed · Last Updated July 15

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