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YTD report multiple years

Greydog9928

Is there a way to create a year to date report across multiple years. This report exists to compare the previous year but if I run a report like this across multiple years, it includes the entire year for the previous years [thorough Dec 31]. For example, if I am running the report to November 7th, I want previous years to only run data to that date.

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Accepted answers

jacobs

Sorry, I misread what you were asking for. You're correct, the Comparison reports which let you define data ranges are only for comparing any two time periods. The Summary reports which can list multiple columns of time (years, quarters, months) only allow you to specify a start and end date, not ranges for each column.

@lhossus I don't believe there was any way to do this in Quicken 2007, either.

@Greydog9928 You could define two or more Comparison reports, each covering two years-to-date, export them to a .csv file, and combine the results in Excel or Numbers. Not optimal, of course, but it might get you what you need (unless you want a comparison over many, many years!)

You could also create a new Idea post to request the type of report you're looking for. Go to the category Product Ideas - Quicken for Mac and then the sub-category Reports (Mac). The more users who vote for the idea, the more likely it is to get in front of the development team for consideration.

All comments

jacobs

Yes, you can do this. It used to be more obvious, but with all the default/stock reports they've added to the Reports screen, it's a little obscure. The key is selecting "Create New Report" on the Reports screen and then clicking on Comparison as the type of report -- or selecting "Create Comparison Report" on the Reports menu.

Select Row=Category, and then click the blue Continue to Customize. Now you'll see you have two date range periods you can set however you like. In fact, the default is to do exactly what you want: year-to-date for this year, and the matching dates for last year.

Image: https://us.v-cdn.net/6031128/uploads/editor/6h/8y7nmbd7iipi.png

lhossus

@jacobs that solution appears to be the same as the stock report Category Comparison by Year

What is really needed is a Year to Date report that displays multiple past years in adjacent columns, e. g. 2015, 2016, ..., 2020. I think that is what the OP is asking for.

I am wondering if either Quicken for Mac 2007 or Quicken for Windows offers such a report.

Greydog9928

The report that @jacobs is referring to is only to compare to the previous year. The report I would like is what @lhossus is suggesting... compare to multiple past years in adjacent columns with Year to Date. The current multiple column report [at least that I can figure out] always calculates full year for the previous years.

jacobs