Budget Rollover Report 2018-07-14T06:50:34Z 2016-11-23T22:33:59Z 7363462 7363462 Budget Rollover Report 2018-07-14T06:50:34Z 2016-11-23T22:33:59Z Joseph Hanna jhanna4112 It would be nice to have the capability to create a budget report that includes rollover balances from the previous month/period. idea using_reports using_reports, a_unknown_product 14 14 32 comment 18027361 smayer97 (QM2007, CDN user since '92) responded to "Budget Rollover Report" 2016-11-24T11:12:36Z 2016-11-24T11:12:36Z smayer97 (QM2007, CDN user since '92) smayer97 If you find this feature helpful, please be sure to <b>click "VOTE" above</b> to increase the count of this post and therefore its visibility to other users and to the developers.<br /><br /><b>If you do not click VOTE at the top of the page, your vote will NOT be counted!</b><br /><br /><b>Click "Follow" at the top</b> if you want to receive notifications of any updates to this thread.&nbsp; 0 18027364 smayer97 (QM2007, CDN user since '92) responded to "Budget Rollover Report" 2016-11-24T11:15:49Z 2016-11-24T11:15:49Z smayer97 (QM2007, CDN user since '92) smayer97 Is this request for the Mac or Windows version? 0 18029809 Joseph Hanna responded to "Budget Rollover Report" 2016-11-25T18:30:25Z 2016-11-25T18:30:25Z Joseph Hanna jhanna4112 Windows, though I'm sure MAC users would be interested as well. 0 18031911 smayer97 (QM2007, CDN user since '92) responded to "Budget Rollover Report" 2016-11-27T07:18:35Z 2016-11-27T07:18:35Z smayer97 (QM2007, CDN user since '92) smayer97 This IDEA has been added to the&nbsp;<b><a href="" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/list-of-requests-related-to-budgets"><u>List of Requests Related to Budgets for Quicken For Mac</u></a>.</b><b><u><br /></u></b><br /><b>Mac users</b> may want to go&nbsp;<b>click on the underlined link</b>&nbsp;to&nbsp;<b>add your vote</b>&nbsp;to more related ideas.<br /><br />(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.) 0 18867743 Ian Schneiderman responded to "Budget Rollover Report" 2017-08-10T20:37:25Z 2017-08-10T20:37:25Z Ian Schneiderman ian_schneiderman If you can get the rollover numbers on the screen, we should be able to get them in report. &nbsp;It IS frustrating to view the rollover amount online, but when you print a hard copy report you can't get it. 2 18867846 Joseph Hanna responded to "Budget Rollover Report" 2017-08-10T21:18:16Z 2017-08-10T21:18:16Z Joseph Hanna jhanna4112 The rollover numbers appear in the "Planning" section under the column "Balance".&nbsp; I have not found a way to show the "Balance" in a report.&nbsp; Hopefully this is a feature that will be added in the near future. 0 19580994 danmilton responded to "Budget Rollover Report" 2018-06-13T20:01:08Z 2018-06-13T20:01:08Z danmilton danmilton_663vyojot6kf8 This would be very useful. I have a rollover report for Quicken made up in excel. I had to set it up manually at first, now I cut and paste reports to get the monthly rollover totals. It's very helpful. for example your final balance may be $1000 but you may be $1500 in positive rollovers but -$500 in negative rollovers or over budgets.It's very good to know that.&nbsp; 1 19632491 Marcus Aurelius responded to "Budget Rollover Report" 2018-07-11T08:38:38Z 2018-07-11T08:38:38Z Marcus Aurelius marcus_aurelius_hmyr3pynm52cp Yes!&nbsp; This!&nbsp; A budget report is practically useless unless it includes rollover amounts.&nbsp; 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".&nbsp; 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.&nbsp; 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.&nbsp; Thus, "asking for permission".<br /><br />In order to show "real" balances, I have to play with the date ranges. 1 19635598 Aaron responded to "Budget Rollover Report" 2018-07-12T19:01:28Z 2018-07-12T19:01:28Z Aaron aaron_i4ri1vvtc60o8 Yes, this needs to be added to the request list. It's been requested many times before but no one seems to care. If you add the functionality to the tool, I don't understand why you wouldn't update the report at the same time to allow people to actually visualize the rollovers. Seems to me this would be a fairly simple fix that would add significant value to the report. 0 19635649 drench56 responded to "Budget Rollover Report" 2018-07-12T19:32:36Z 2018-07-12T19:32:36Z drench56 drench56 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!). 0 19635708 danmilton responded to "Budget Rollover Report" 2018-07-12T20:04:46Z 2018-07-12T20:04:46Z danmilton danmilton_663vyojot6kf8 Yes I would love this feature. It makes sense to know the total rollover because you may be over in one category but under in another, and a simple report to add it all up to see if you are over and under is all would need. I work around this by manually setting up a month of rollover numbers in excel, then each month import a budget report to update the rollover amounts and total. Of course you need to keep the&nbsp; categories constant as the excel would get messed up otherwise but it works for me.&nbsp; 0 19635743 Aaron responded to "Budget Rollover Report" 2018-07-12T20:23:31Z 2018-07-12T20:23:31Z Aaron aaron_i4ri1vvtc60o8 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. 0 19636603 danmilton responded to "Budget Rollover Report" 2018-07-13T06:13:53Z 2018-07-13T06:13:53Z danmilton danmilton_663vyojot6kf8 More specifically, I use the rollovers as I save monthly for things that I pay yearly. It just sits in my bank account but the rollover tells me how much I've saved. Now sometimes other categories are overspent according to the rollover so what I've really done is borrowed from the savings. If we had a rollover report, I can see in total how much I've borrowed from my savings in total from various overspent categories and take corrective measures. Right now i have to do this with an excel document fudged from the quicken rollover data. 0 19638437 smayer97 (QM2007, CDN user since '92) responded to "Budget Rollover Report" 2018-07-14T06:50:34Z 2018-07-14T06:50:34Z smayer97 (QM2007, CDN user since '92) smayer97 You may want to add your&nbsp;<b>VOTE</b>&nbsp;<b>to a related idea to</b>&nbsp;<b><a href="" 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></b><b>.<br /></b><br /><u><b>First</b></u><b>, click on the underlined link</b>&nbsp;above to go there,&nbsp;<u><b>then</b></u><b>&nbsp;click VOTE at the top of THAT page, so your will vote count for THIS feature</b>&nbsp;and increase its visibility to the developers&nbsp;by seeking to have the features you need or desire end up in the latest version.<br /><br />(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.) 0