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

MariaT
Quicken Canada Subscription Member
In Windows, it was easy to create a report that compared my spending vs budget. In Mac, I cannot find that option.
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Best Answer
-
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
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.Quicken Mac Subscription • Quicken user since 19930
Answers
-
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
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.Quicken Mac Subscription • Quicken user since 19930
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