How can I create a report that shows previous year spending by category with monthly average.

brahn7
Member
I want to create a report of previous year spending with one column that shows annual total and one column that shows monthly average.
0
Best Answer
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Hi @brahn7,
The report you want to generate is the "Spending by Category" report; the "Date Range" would be "Last year"; and the "Column" would be by: "Month". This will give you everything you need except the monthly average. That would be easily calculated if (in the upper right hand of the report - see below) you select "Export this report to Excel compatible format". You can insert a column in the excel report and do the "monthly average" in that column.
Let me know if you have any follow-up questions.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5
Answers
-
Hi @brahn7,
The report you want to generate is the "Spending by Category" report; the "Date Range" would be "Last year"; and the "Column" would be by: "Month". This will give you everything you need except the monthly average. That would be easily calculated if (in the upper right hand of the report - see below) you select "Export this report to Excel compatible format". You can insert a column in the excel report and do the "monthly average" in that column.
Let me know if you have any follow-up questions.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5
This discussion has been closed.
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