YTD Budget

I have been a Quicken customer for more than 10 years. I recently switched to the Mac version which has been great. I also like the budget feature to see how we are doing on a monthly basis. However is there a similar feature so that I can check our Year to date progress. Thanks,

Best Answer


  • Quicken Anja
    Quicken Anja Moderator mod
    edited May 2020
    Hello @beachbaby14,

    Thank you for reaching out to the Community with your question.

    Yes, you can view your budget in an annual vs monthly format.

    Simply click on 12-month next to 1-month as shown below.

    If you'd like to, you can also review this support article as well as view this YouTube video regarding Budgets in Quicken for Mac for additional information.

    Hope this helps!

    -Quicken Anja

    -Quicken Anja
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  • beachbaby14
    beachbaby14 Member
    Thanks for your quick response. However you did not answer my question. I would like a third option on the menu bar called year to date. So now that we have gone through 4 months of the year, how am I doing for just the 4 months on each of the categories.
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