Amount Saved Report NEEDED!

RMH33710

Greetings,

I am looking for a simple report that can give me the 'amount saved per month'... I am wanting a report that can look at the income verses expences for a 'period' defined when creating the report to show me what I have saved or have gone over...

I know this report has to probably already be in Quicken but I cannot seem to find it...

Help,

Thank you,
Robbie

John_in_NC

You haven't overlook anything as the report doesn't exist as of yet.

You can switch to the monthly view of the budget, and this will show you the summary of Income/Expense with the budgeted (goal) and actuals and how much you were over/under at the top of the report. You can specify which month to look at.

You can also see the same data in the 12 month view, and choose to scale this report as needed. Note how you can change to view budget YTD or annual values in the side column. Also note the Difference at the upper right.

But, in both cases, you will see how much you are over/under. The data is there, but you won't see a nice report of "how much you have saved." 

John_in_NC

You haven't overlook anything as the report doesn't exist as of yet.

You can switch to the monthly view of the budget, and this will show you the summary of Income/Expense with the budgeted (goal) and actuals and how much you were over/under at the top of the report. You can specify which month to look at.

You can also see the same data in the 12 month view, and choose to scale this report as needed. Note how you can change to view budget YTD or annual values in the side column. Also note the Difference at the upper right.

But, in both cases, you will see how much you are over/under. The data is there, but you won't see a nice report of "how much you have saved." 

RMH33710

Hey John... Thanks for your reply and suggestions... I did find a bit of a 'work around' and think I'll be OK with that... Thanks again from Florida!