Are you guys saying that the Goals screen doesn't carry through to the next month? So I would have to re-enter all the amounts I edited to reflect what I projected I would spend? Seriously?
The spending goals that you have configured will retain.
The spending values will reset to $0.
I have variable bills every month and I'm comfortable with creating one-time manual transactions in my accounts. By doing so I'm able to predict what's happening with that account, since Quicken Online shows me the projected balance.
The 'upcoming' transactions shows the $100 dollars and shows it as weekly, but doesn't replicate the outflow over the month, so the forecasted check book balance only has the 1st 100 dollars taken out for the month. I got around this by deleting the repeating transaction and entering a 'one time' transaction for the next several weeks; thus, I now have the multiple entries in my 'upcoming' transactions and I can forecast my cash flow. If I can get through some other issues, I may be willing to do this, but if cannot get through a few other issues, I'll have to bag this software. I was hoping this free online version would give me a clue if I should purchase a version of Quicken. Right now, not inclined to purchase. Regards all and I reserve the right to change my opinion.
I used Quicken Deluxe 2005 for years, then my PC crashed. I THOUGHT I had an install disk but it turned out to be blank. I must have bought it online and didn't know how to burn a CD.
Anyway, the Deluxe version had a full blown calendar and the ability to do repeating transactions up to a date you choose, or NO ENDING DATE if you want.
So if you actually BUY a version (which I'm trying to avoid <grin> ) you'll be happy, I'm sure.
I want to make my monthly bugdet in advance, how do I do this? Oct 31, 2009 06:22 pm
This post is about: Quicken Online
You can edit the monthly spending goals. You don't have to accept the Quicken recommendations. So if your monthly grocery goal is currently $300, you could edit it to be $150, or whatever. If you do this at the start of each month, it would serve the purpose you want, I think.
Just a reminder, too, that you can add or remove goals to suit your needs.
OK, this morning I finally thought about the right lingo I should be using. Not so much to see how far above my budget I am, but to be able to Schedule a Transaction. Way in advance!
I want to be able to follow a time line on a calendar and show me the days when I will be in the danger zone.
OK, this morning I finally thought about the right lingo I should be using. Not so much to see how far above my budget I am, but to be able to Schedule a Transaction. Way in advance! I want to be able to follow a time line on a calendar and show me the days when I will be in the danger zone. Thanks!
I suppose you've seen the button on your Q-Online homepage marked "Show Spending Outlook" in the section titled, "Stay on Top of Monthly Bills"? It creates a graph/timeline showing how much money we'll have left, by date, through the next pay period.
It looks like what you're looking for. However, it may not show the upcoming bills that, for you, are the heavy-hitters, and I don't know how to force a bill to appear appear on that timeline.
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