Is there a way to get a year-to-date view of budget results?

I have a lot of budget categories where I use an average monthly budget number, the actual results will vary month to month. I'd like to see a year-to-date view of budget results so I can see how I am doing so far during the year, rather than just in any given month.

Best Answer

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    Accepted Answer
    Yes. Go into your 12 month budget, and you will see an icon in the header row at the upper left. This will toggle showing/hiding the YTD* column. 

    (* If you click on the drop down next to the year in the column that gets displayed, you can choose between YTD, or Entire Year)


Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    Accepted Answer
    Yes. Go into your 12 month budget, and you will see an icon in the header row at the upper left. This will toggle showing/hiding the YTD* column. 

    (* If you click on the drop down next to the year in the column that gets displayed, you can choose between YTD, or Entire Year)


  • bmtndog
    bmtndog Member ✭✭
    Ah ha! Not obvious in the month of January! Thanks.
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