Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

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

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).
Tagged:

Comments

  • Mark1104
    Mark1104 Member ✭✭✭✭
    edited August 2020
    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@nycap.rr.com
    [email protected] Windows Beta Beta
    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
    Mark1104 Member ✭✭✭✭
    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
    Jim_Harman SuperUser ✭✭✭✭✭
    edited August 2020
    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!
    QWin Premier subscription
This discussion has been closed.