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For Mac-Actual Income & Expense Report vs. Budget

klnaylor

Is there a way to make a report that compares year to date income and expense to year to date budget? I can do this in the Windows version but have not seen how to do it in Mac. I want to switch to Mac but this report is critical for me.

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Accepted answers

John_in_NC

Yes, you can do that.

When in the 12 month view of the budget, you would choose to Print the Summary Report:

Then, you will get a report showing actual to budget at that point:

Image: https://us.v-cdn.net/6031128/uploads/editor/68/3pyojuzcso46.png

All comments

John_in_NC

Yes, you can do that.

When in the 12 month view of the budget, you would choose to Print the Summary Report:

Then, you will get a report showing actual to budget at that point:

Tiff2

Thank you. Two follow up questions.

1. Is this report only available to print?
2. It appears that a 12 month view is the only option, do you know if I can view the report only & for a specific month?

John_in_NC

Tiff2 said:

Thank you. Two follow up questions.

1. Is this report only available to print?
2. It appears that a 12 month view is the only option, do you know if I can view the report only & for a specific month?

1. No-You can choose the Export option next to print at the upper right. Open this in a spreadsheet of your choice.

2. Only the 12 month view is exportable, but you can easily export the Full Budget. In your spreadsheet, you can easily hide columns/change print range to make a report of a single month.