How do I create last month budget report? (Q Mac)

MariaT

In Windows, it was easy to create a report that compared my spending vs budget.  In Mac, I cannot find that option.

jacobs

You can generate a one-month budget report. It's not pretty, and I don't think it's particularly useful, but you can…

• Open your budget, and click on the 1-month tab
• Just under that tab, it shows the current month; click the left arrow to go back to last month
• File > Print

The resulting report wastes lots of paper/space, but it captures what you see on the screen. 

Personally, I would instead go to the 12-month budget, click on Export to CSV, and open the file in Numbers or Excel. Delete all the columns for months other than last month, and you'll have a good, simple budget-to-actual report for last month, on many fewer pages.

jacobs

You can generate a one-month budget report. It's not pretty, and I don't think it's particularly useful, but you can…

• Open your budget, and click on the 1-month tab
• Just under that tab, it shows the current month; click the left arrow to go back to last month
• File > Print

The resulting report wastes lots of paper/space, but it captures what you see on the screen. 

Personally, I would instead go to the 12-month budget, click on Export to CSV, and open the file in Numbers or Excel. Delete all the columns for months other than last month, and you'll have a good, simple budget-to-actual report for last month, on many fewer pages.