http://m.getsatisfaction.com/topics/7355942 List of Requests Related to Budgets 2018-07-15T01:18:44Z 2016-11-13T04:34:36Z 7355942 http://m.getsatisfaction.com/topics/7355942 7355942 List of Requests Related to Budgets 2018-07-15T01:18:44Z 2016-11-13T04:34:36Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 This post is to try to&nbsp;consolidate in&nbsp;one place&nbsp;all posts for<b>&nbsp;IDEAS related to&nbsp;Budgets.<br /></b><br />This is to simplify finding and voting for these requests, so as&nbsp;to improve visibility of these requests to the developers.<br /><br /><b><u>Instructions:</u></b><br /><b>1. Cl</b><b>ick VOTE at the top of THIS page to&nbsp;<u>promote this list</u>, to encourage other users to also vote on the items below</b>.&nbsp;<b>THIS DOES NOT COUNT AS A VOTE FOR ANY OF THE FEATURES BELOW!</b><br /><br />You still have to go to their respective page and&nbsp;<b>add your vote there</b>&nbsp;for it to count!<br /><br /><b>2</b>.&nbsp;<b>Click "Follow"&nbsp;at the top</b> if you want<b>&nbsp;to receive notifications</b>&nbsp;of any updates to this thread, like new IDEAS added. &nbsp;<br /><br /><b>3.&nbsp;<u>Now</u>&nbsp;click on each link&nbsp;</b>below&nbsp;you are interested in,&nbsp;<b><u>then</u></b>&nbsp;<b>VOTE on&nbsp;EACH IDEA separately</b>&nbsp;on the respective page that opens up.<br /><br /><b>If you do not click VOTE at the top of the page of&nbsp;<u>each feature</u>, your vote will NOT be counted for THAT specific feature!<br /></b><br />NOTE: If you have your own related IDEA, DO NOT add it to the list below. Instead, create your own IDEA thread and it will eventually get added to/cross-referenced in this list. This is so others can&nbsp;add their vote to it.&nbsp;Otherwise, their votes cannot be recorded/counted for it.<br /><br />When you are done here, I&nbsp;also highly recommend that you&nbsp;<b>browse through the IDEAS section</b>&nbsp;of this forum and&nbsp;<b>VOTE for&nbsp;</b>the request of each of the<b>&nbsp;other missing features to be added back into Quicken for Mac</b>....to help direct the priorities of the developers.<br /><br />To do that&nbsp;<b>click on this underlined link and</b>&nbsp;<b>follow the instructions:</b><br /><b><u><a href="https://getsatisfaction.com/quickencommunity/topics/categorized-list-of-ideas-of-feature-requests-and-enhancements-to-vote-on-for-quicken-for-mac" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/categorized-list-of-ideas-of-feature-requests-and-enhancements-to-vote-on-for-quicken-for-mac">Categorized List of IDEAS of Feature Requests and Enhancements to Vote On</a><br /></u></b><br /><b>Now VOTE to your heart's content!&nbsp;</b><b>Your VOTE matters!</b> idea using_planning_tools using_planning_tools 19 19 56 comment http://m.getsatisfaction.com/topics/7355942/replies/17999529 http://m.getsatisfaction.com/topics/7355942 17999529 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2016-11-13T04:38:53Z 2016-11-13T04:38:53Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Add your&nbsp;<b>VOTE</b>&nbsp;<b>to</b>&nbsp;<a href="https://getsatisfaction.com/quickencommunity/topics/add-the-ability-to-print-budgets" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/add-the-ability-to-print-budgets"><b><u>Improve the Ability to Print Budgets</u></b></a><br /><b><u><br />First</u>, click on the underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 0 http://m.getsatisfaction.com/topics/7355942/replies/17999533 http://m.getsatisfaction.com/topics/7355942 17999533 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2016-11-13T04:40:40Z 2016-11-13T04:40:40Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Add your&nbsp;<b>VOTE</b>&nbsp;<b>to&nbsp;</b><b><a href="https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-transfers-on-budgets-in-quicken-for-mac" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/add-ability-to-include-or-exclude-transfers-on-budgets-in-quicken-for-mac"><u>Add Ability to Include or Exclude Transfers on Budgets</u></a><br /></b><b><u><br /></u></b>Also, you may want to add your <b>vote</b> <b>to</b> a similar (if not the same) request to&nbsp;<a href="https://getsatisfaction.com/quickencommunity/topics/budgeting-requires-a-way-to-prevent-transfers-from-canceling-each-other-out" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/budgeting-requires-a-way-to-prevent-transfers-from-canceling-each-other-out"><b><u>prevent transfers from canceling each other out in Budgets</u></b></a><b><u><br /><br />First</u>, click on each underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 2 http://m.getsatisfaction.com/topics/7355942/replies/17999536 http://m.getsatisfaction.com/topics/7355942 17999536 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2016-11-13T04:45:09Z 2016-11-13T04:45:09Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Add your&nbsp;<b>VOTE</b>&nbsp;<b>to</b>&nbsp;<a href="https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-accounts-on-budgets-in-quicken-for-mac" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/add-ability-to-include-or-exclude-accounts-on-budgets-in-quicken-for-mac"><b><u>Add Ability to Include or Exclude Accounts on Budgets</u></b></a><b><br /></b><b><u><br />First</u>, click on the underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 0 http://m.getsatisfaction.com/topics/7355942/replies/17999539 http://m.getsatisfaction.com/topics/7355942 17999539 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2016-11-13T04:46:55Z 2016-11-13T04:46:55Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Add your&nbsp;<b>VOTE</b>&nbsp;<b>to</b>&nbsp;<a href="https://getsatisfaction.com/quickencommunity/topics/customize-budget-to-permit-date-range-changes" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/customize-budget-to-permit-date-range-changes"><b><u>permit date range change on Budgets</u></b></a><b><u><br /><br />First</u>, click on the underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 0 http://m.getsatisfaction.com/topics/7355942/replies/17999545 http://m.getsatisfaction.com/topics/7355942 17999545 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2016-11-13T04:50:13Z 2016-11-13T04:50:13Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Add your&nbsp;<b>VOTE</b>&nbsp;<b>to</b>&nbsp;<a href="https://getsatisfaction.com/quickencommunity/topics/budget-report-drill-down-to-detail-report-memo-notes-field-is-needed" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/budget-report-drill-down-to-detail-report-memo-notes-field-is-needed"><u><b>Add Memo/Notes field to&nbsp;</b></u></a><a href="https://getsatisfaction.com/quickencommunity/topics/budget-report-drill-down-to-detail-report-memo-notes-field-is-needed" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/budget-report-drill-down-to-detail-report-memo-notes-field-is-needed"><u><b>Budget drill down to Detail Report</b></u></a><br /><b><u><br />First</u>, click on the underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 0 http://m.getsatisfaction.com/topics/7355942/replies/18007181 http://m.getsatisfaction.com/topics/7355942 18007181 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2016-11-16T02:21:01Z 2016-11-16T02:21:01Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Add your&nbsp;<b>VOTE</b>&nbsp;<b>for</b>&nbsp;<a href="https://getsatisfaction.com/quickencommunity/topics/budget-report-simplification-add-front-end-one-page-budget-summary-page-view-and-print" rel="nofollow" target="_blank" title="Link: https://getsatisfaction.com/quickencommunity/topics/budget-report-simplification-add-front-end-one-page-budget-summary-page-view-and-print"><b><u>Budget Report Simplification (add front end One Page Budget Summary Page- view and print)</u></b></a><b><br /></b><b><u><br />First</u>, click on the underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 0 http://m.getsatisfaction.com/topics/7355942/replies/18031909 http://m.getsatisfaction.com/topics/7355942 18031909 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2016-11-27T07:16:23Z 2016-11-27T07:16:23Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Add your&nbsp;<b>VOTE</b>&nbsp;<b>for a&nbsp;</b><a href="https://getsatisfaction.com/quickencommunity/topics/budget-rollover-report" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/budget-rollover-report"><b><u>Budget Rollover Report</u></b></a>.<b><br /></b><b><u><br />First</u>, click on the underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 0 http://m.getsatisfaction.com/topics/7355942/replies/18236940 http://m.getsatisfaction.com/topics/7355942/replies/17999529 18236940 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2016-12-19T04:37:50Z 2016-12-19T04:37:50Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Also add your&nbsp;<b>VOTE</b>&nbsp;<b>to</b>&nbsp;<b><u><a href="https://getsatisfaction.com/quickencommunity/topics/add-ability-to-choose-months-yearly-data-for-budget-prints-reports" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/add-ability-to-choose-months-yearly-data-for-budget-prints-reports">Add ability to choose months/yearly data for budget prints/reports</a>.<br /></u></b><b><u><br />First</u>, click on the underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 0 http://m.getsatisfaction.com/topics/7355942/replies/18274518 http://m.getsatisfaction.com/topics/7355942 18274518 megnmac responded to "List of Requests Related to Budgets" 2017-01-04T22:39:18Z 2017-01-04T22:39:18Z megnmac http://m.getsatisfaction.com/people/1757112 https://www.gravatar.com/avatar/451682896b7c2dc23218a37257072574?d=identicon&s=55&r=PG megnmac I have put in my request to include investment income in budgets several times, but it never appears on any list to vote for. My posts and others on the same subject are buried and never answered. 3 http://m.getsatisfaction.com/topics/7355942/replies/18517293 http://m.getsatisfaction.com/topics/7355942/replies/18274518 18517293 Lyn Buddenhagen responded to "List of Requests Related to Budgets" 2017-03-21T17:03:27Z 2017-03-21T17:03:27Z Lyn Buddenhagen http://m.getsatisfaction.com/people/8939845 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11008980/photo_medium.jpg lyn_buddenhagen Hi megn - I created my own categories for budgeting, but I do see Dividend Income, Reinvest, etc. in the default Categories list - I'm using QM2017 v 4.4.3 with Mac's El Capitan operating system. Also, in my 2017 budget for example, I selected what categories the Budget Report should show. Do either of those things help you? 0 http://m.getsatisfaction.com/topics/7355942/replies/18693593 http://m.getsatisfaction.com/topics/7355942/replies/18274518 18693593 John L responded to "List of Requests Related to Budgets" 2017-05-27T18:11:55Z 2017-05-27T18:11:55Z John L http://m.getsatisfaction.com/people/8602875 https://www.gravatar.com/avatar/6eaac4ebb666fbe308d3fb73f1c93e21?d=identicon&s=55&r=PG john_lemoncheck Megs - completely agree with you. &nbsp;I do not understand why none of the required "Investment" categories are budgetable. &nbsp;Seems ridiculous, especially as Dividend or Interest income are key components to many people's budgets. 4 http://m.getsatisfaction.com/topics/7355942/replies/18918183 http://m.getsatisfaction.com/topics/7355942/replies/18274518 18918183 megnmac responded to "List of Requests Related to Budgets" 2017-09-01T01:02:05Z 2017-09-01T01:02:05Z megnmac http://m.getsatisfaction.com/people/1757112 https://www.gravatar.com/avatar/451682896b7c2dc23218a37257072574?d=identicon&s=55&r=PG megnmac The categories show in budget, but with 0 amounts. They are correct in a category report. 2 http://m.getsatisfaction.com/topics/7355942/replies/19217593 http://m.getsatisfaction.com/topics/7355942 19217593 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2018-01-06T07:15:03Z 2018-01-06T07:15:03Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Add your&nbsp;<b>VOTE</b>&nbsp;<b>to&nbsp;</b><b><b><a href="https://getsatisfaction.com/quickencommunity/topics/investment-income-not-in-entered-in-budget-in-quicken-for-mac-2017" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/investment-income-not-in-entered-in-budget-in-quicken-for-mac-2017"><u>Add investment income on budgets</u></a></b></b>.<br /><b><u><br />First</u>, click on the underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 0 http://m.getsatisfaction.com/topics/7355942/replies/19255956 http://m.getsatisfaction.com/topics/7355942/replies/19217790 19255956 Quicken Harold responded to "List of Requests Related to Budgets" 2018-01-20T14:22:12Z 2018-01-20T14:22:12Z Quicken Harold http://m.getsatisfaction.com/people/9419664 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11208731/ScreenShot2018-01-09at7.04.25AM_medium.png quicken_harold Merging back to original topic<br /><br /> Please reference the new conversation here: <a class="notranslate" href="https://getsatisfaction.com/quickencommunity/topics/investment-income-mac-2017" rel="nofollow" target="_blank">Investment Income - Mac 2017</a> 0 http://m.getsatisfaction.com/topics/7355942/replies/19256076 http://m.getsatisfaction.com/topics/7355942/replies/19217790 19256076 jacobs responded to "List of Requests Related to Budgets" 2018-01-20T15:35:16Z 2018-01-20T15:35:16Z jacobs http://m.getsatisfaction.com/people/8342871 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875914/original_medium.jpg jacobs_8027562 @Quicken Harold: the link you posted above does not work. 0 http://m.getsatisfaction.com/topics/7355942/replies/19372725 http://m.getsatisfaction.com/topics/7355942/replies/17999536 19372725 Helen Mills responded to "List of Requests Related to Budgets" 2018-03-06T16:07:12Z 2018-03-06T16:07:12Z Helen Mills http://m.getsatisfaction.com/people/8418839 https://www.gravatar.com/avatar/ce38c438ad1de9be713a01a55ea2ebb0?d=identicon&s=55&r=PG sparkymiss I believe I have a solution to exclude accounts on budgets. 1) &nbsp;Open Quicken &nbsp;2) &nbsp;In menu bar click on accounts and select "hide or show accounts". &nbsp;3)To keep an account from showing up in a report or budget put a check in the box in the appropriate row to hide that account from the budget. &nbsp;It has worked for me...hope it works for you. 0 http://m.getsatisfaction.com/topics/7355942/replies/19638435 http://m.getsatisfaction.com/topics/7355942/replies/18031909 19638435 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2018-07-14T06:48:48Z 2018-07-14T06:48:48Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 <b><a href="https://getsatisfaction.com/quickencommunity/topics/add-rollover-option-for-12-month-budgets" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/add-rollover-option-for-12-month-budgets"></a></b>&nbsp;Add your&nbsp;<b>VOTE to</b>&nbsp;<b><a href="https://getsatisfaction.com/quickencommunity/topics/add-rollover-option-for-12-month-budgets" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/add-rollover-option-for-12-month-budgets"><u>Add Rollover option for budgets</u></a>.<br /></b><br /><b><u>First</u>, click on the underlined link&nbsp;</b>above to go there,&nbsp;<b><u>then</u>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>. and increase its visibility to the developers. 0 http://m.getsatisfaction.com/topics/7355942/replies/19639570 http://m.getsatisfaction.com/topics/7355942/replies/17999529 19639570 smayer97 (QM2007, CDN user since '92) responded to "List of Requests Related to Budgets" 2018-07-15T01:18:44Z 2018-07-15T01:18:44Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 <b>&nbsp;<b><a href="https://getsatisfaction.com/quickencommunity/topics/add-the-ability-to-print-budgets" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/add-the-ability-to-print-budgets"><u>Improve the Ability to Print Budgets</u></a>&nbsp;</b>(Partially DONE)</b> 0