How to Create a Budget Comparison Report

PJW
PJW Member
edited May 2022 in Reports (Windows)
I want to create a report that compares Budget to Expenses (and Income) to date

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited June 2021
    Hello @PJW,

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

    I believe the report you are looking for is Income and Expense by Category (or by Payee). These reports can be found by navigating to the Planning tab > Budgets > Reports (on the top-right> Income and Expense by Category (or by Payee) as shown below.



    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    For a comparison of income and spending to your budget, try Reports > Spending > Current Budget. The report is broken down by month, but you can select Year to Date and see that in the rightmost columns.
    QWin Premier subscription
This discussion has been closed.