Best Of

I'm using SGs for now. After reading your comments above and rereading some of your comments in the other discussions, I may try rollover again at least for something like our annual gifting. My main "issue" with the rollover feature is the lack of seeing the designated amount set aside for rollover in my accounts list the same way I can see what is set aside for SGs.

As you say, this boils down to personal preference, but I'd still like to see a more elegant solution.

@Max1223 I find the Per Day number interesting but not useful either, but like you, it doesn't bother me that it's there and it's coming back.

I don't think many people budget on a daily basis; usually monthly or biweekly or even weekly. Maybe for people on tight budgets knowing how much you can spend per day is helpful.

@silentdream

Your proposed Projected Cash Flow graphs with an added Savings Goals baseline (above) serve pretty much the same purpose as the "Projected Available Balance" graph line I proposed last month.

But I think your solution is clearer to look at and does a better job of conveying the idea that it is Savings Goals that make the difference. Overall, I think it's a much better solution.

I would prefer it be implemented just by adding one static horizontal line to the graph, rather than a shaded area. As a bonus, that static line could provide a use for the Savings Goal color from Spending Plan.😉

Holy crap! I can't believe I paid money for this and have been entering data for over six months so I can analyze expenses, only to find this thing is junk and only shows a few categories. Sure, I should have checked, but why would I need to check for the presence of what should be the most totally obvious use of the tool? I used the PC version of quicken over 15 years ago and it did that. [removed - profanity]

Hey Quicken! If you don't want to take the time to figure out how to make it all pretty with all categories listed, just ALLOW AN EXPORT TO EXCEL !! So disappointed.

@silentdream

"Sinking fund," "Savings Goal," Rollover" are basically the same, or at least can be used in the same way and yes this is a "request basically asking for a "Sinking Fund" bucket in the Spending Plan."

This request is to create a process to more fully integrate irregular non-monthly, semi-annual and annual recurring fixed and flexible expenses into the Spending Plan. Right now there are two means to accomplish this, Savings Goals and Planned Spending with rollover. See above for the pros and cons for both methods.

This request is to keep the conversation going with the goal that this aspect of pretty much everyone's money dance will be more eloquently addressed in QS.

@DryHeat @Max1223

Here is a record of my back and forth between SGs and Rollover FWIW:

Here, here and here.

This is not hard. Please do it.

i'm upgading decktop to window 11. how do I transfer my quicken account to new?

Look, a cloud-based option is, exactly as @Shermani says, clearly your path to the future. I would love to transition from Quicken Classic Business and Personal (with all my data) to Quicken Business and Personal, assuming it contains feature parity (which it appears to do). Please make the common sense solution to import data…it really can't be that hard. Thanks!

I've been using Q since the early 1990s - MS-DOS! - so have decades of stored data. I'm interested in transferring to Q B & P, but won't do that without the ability to import data from a Q file.