budget report without actuals?
I use Quicken Premier 2019 to track budgets and income/expenses for a small non-profit. That all works fine, but today I would like to generate a budget report for our fiscal year that just shows the annual budget amounts for each income/expense category, without the corresponding actuals incurred to-date (which is the normal way I run and distribute the report). Yet, I can't figure out how to just see the budget in a report - how do I do that? Thanks!
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The best way to get what you want is to print the budget, either on paper, or by exporting it to a file that you can then open in, for example, Excel.
Click on the Planning tab and select Budgets, choose "budget only" from the dropdown menu then press CTRL-P. In the window that pops up you can choose to either print your budget or export it to a file:
A good tip if you want the budget in Excel is to select to export as .PRN (as shown above), then press Export, and for the file name use a name that ends in .CSV (e.g test.csv). Note where you saved the file, then open an explorer window at that location, double click on the file that you created and it will open directly in Excel.
This prints just the budget broken out by month, with an annual total.
I did have trouble getting it to scale correctly to fit the whole year on one page wide.You might have to resort to Legal size paper, or cut and paste with scissors and glue if you only want the annual column!