P&L Statement

jlunig.vmd Member
edited February 2022 in Reports (Mac)
I have always used only one report and it is a P&L statement. I need to know how to set it up so I can also adjust the time period. Thanks


  • jacobs
    jacobs SuperUser, Mac Beta Beta
    In Quicken Mac, although there is no report labeled as P&L, the Category Summary report is basically a P&L statement: it shows each category, separated and totaled by income, then expenses. Go to Reports > Summary and select one of the reports. You might start with Category Summary Year To Date; click Edit at the top of the report to change the date range to what you want. Or if you want to see multiple months or Years, select Category Summary by Mont or Category Summary by Year, click Edit, and select your desired date range. You can change the title of the report to "P&L" or anything you want. 
    Quicken Mac Subscription • Quicken user since 1993
This discussion has been closed.