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Is there a way to compare current year actual to current year budget without category groups?

djacobowitz

I would like to be able to compare my actual YTD to my current year budget YTD in the same order and layout that the income and expense report allows for YTD to last year same period. The budget comparison reports are in category group order (totals on top) and not in income and expense order (totals on bottom).

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Comments

Mark1104

maybe I am not following, but if you look under 'reports', "spending", "current budget" and then click the setup tool at the upper right .... under the display tab there is the option to charge the report layout from 'group category' to 'income and expense'. - does that answer it?

djacobowitz

The totals are on top in the budget report you referenced, not the bottom. What I would like is that I can compare actual YTD to current budget YTD in the layout like Reports/ Comparison/ Income and Expense by category. Instead of comparing to last year's data, I would like to compare to this year's budget.

Mark1104

it's a 'canned' report, so the placement of the totals can not be changed.

However, you can change the 'date range' on the upper left to YTD so that actual YTD compares to budget YTD

Jim_Harman

If you would like to see more flexible report generation in Quicken, please comment and vote on this Idea thread
https://community.quicken.com/discussion/7660947/reporting-system-replacement-5-merged-votes

and/or this Idea
https://community.quicken.com/discussion/7866452/request-can-we-get-standardized-report-formats

To vote, click on the little up arrow in the big blue box. Every vote counts!