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Is there a way to run a report of current budget balances?

joezano1

I use the "Planning" option with a budget. I set all budgets to roll over at the end of the month.

Is there a way to produce a report that shows me the current balance? So if I under-spent my dining out by $150 over the entire year, my current balance in that category is $150. I want to run a report to show the $150 in this budget category ... and all my categories

I have not been able to figure this out and I extract them manually (entering in a spreadsheet manually)

Thanks!

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Accepted answers

Joseph Hanna

Currently there seems to be no printable report showing rollover amounts. I have posted in the past about this (https://community.quicken.com/discussion/7363462/budget-rollover-report-43-legacy-votes#latest).
All who read this post please go my post and vote.

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Dennis59

You can run a report that includes the balance. Open the Planning tab to show your budget. Near the top right corner there is a box labeled "Budget Actions". Click on it to see your options which includes "Budget Reports". Play with the report options to get what you need. I used the yearly option so I had 3 columns: Actual - Budget - Balance. You can export it to Excel if you want to do anything more with it. Good luck and I hope this helps.

joezano1

Dennis59, thanks for your inputs. I still can't quite get what I want. Sorry if I am just being dense! :o ...

On the Planning Tab, I do "Budget Actions" --> "Budget Reports" ... I have two Options there "Current Budget" and "Historical Budget". I select "Current Budget" and it shows Actual, Budget and Difference. In the options at top, I select "Yearly" per your suggestion. I still get the same info ... seems you were able to get "Balance", I can only get "Difference" for the last report point.

When I click the gear on the report window, I can't see to find anything that would get me to anything that would report "Balance" vs. " Difference".

Thanks if you can provide any more assistance!

Tom Young

Reports > Spending > Current Budget > Interval = "None"

That gives you your spending year to date, your budget year to date, and the difference.

This report is best run at each month end.

joezano1

Tom ... thanks for your help. I'm still not quite there. I did what you suggest and still I get Actual, Budget and Difference. I am trying to get to the current balance, not difference. I am including a small snipped from the Planning Tab where I show the Annual View. You will see here the balance for Eating out is $473. It is this "Balance" I want to show in a report.

Note because I move money around during the year (one budget category under-spent moved to another that is over-spent) ... so the Difference in Eating Out is not the same as the balance.

Thanks

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joezano1

Those trying to help ... I think I'm getting closer.

If I got to the Planning Tab --> click File --> Print Budgets. There is an option to export to text file (or CVF), but that crashes Quicken. Again, I don't know for sure if this will allow me to print the current balance. Again, might only show the "difference" and I want to see the current balance.

Thanks

Tom Young

Give me a precise definition of "current balance". If it's the amount "left to spend" then you simply run the budget report for the entire year 1/1/XX to 12/31/XX.

joezano1

Tom ... appreciate your help. If I go to the "Planning" tab, scrolls to the right and see my December information I have "Budget", "Actual" and "Balance". It is this "Balance" I want to export. So I guess it is the "left to spend" as you mention.

If I run a report for "Current Budget" it gives me the "Budget", "Actual" and "Difference".

I can't figure out how to get "Balance" vs. "Difference" in any of the reports

Thanks

Joseph Hanna

joezano1

Thanks Joseph -- nice to know I'm not chasing ghosts ... it is just not a supported function. Appreciate you clarifying that for me!