Fiscal year budget

Cmaston
Cmaston Quicken Windows Subscription Member
How do I create a fiscal year budget so I can track fy actuals vs fy budget?

Best Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You might want to try Edit > Preferences > Calendar and currency > select "fiscal year" > select the Starting Month from the drop down > OK.
    Note:  Making this change will affect other reports and tools, not just the budget.  So, you might want to check it out and see if this does what you want it to do.  If it doesn't give you what you want you can always change the preference back to Calendar year.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    HI @Cmaston,

    When setting up your Windows Quicken file, you can setup a fiscal year by going to: "Edit" > "Preferences" > "Calendar & currency" > and selecting "Fiscal year" and entering the starting month.  Once this basic datafile setup selection is made, any budget you setup will also be reported on the fiscal year you selected above.

    Let me know if you have any followups.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
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Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You might want to try Edit > Preferences > Calendar and currency > select "fiscal year" > select the Starting Month from the drop down > OK.
    Note:  Making this change will affect other reports and tools, not just the budget.  So, you might want to check it out and see if this does what you want it to do.  If it doesn't give you what you want you can always change the preference back to Calendar year.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    HI @Cmaston,

    When setting up your Windows Quicken file, you can setup a fiscal year by going to: "Edit" > "Preferences" > "Calendar & currency" > and selecting "Fiscal year" and entering the starting month.  Once this basic datafile setup selection is made, any budget you setup will also be reported on the fiscal year you selected above.

    Let me know if you have any followups.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • michelsal
    michelsal Quicken Mac Subscription Member
    need Fiscal year setting for Mac please
  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Hi @michelsal,

    Unlike Quicken for Windows, Quicken for Mac does not have a setting for a fiscal year. 

    Over time, I've seen posts here asking about fiscal year options for the Mac.  My understanding is that one can start a budget in any month (i.e. doesn't have to be on a calendar or any other basis) and in terms of preparing reports - again a Mac user can select any starting and ending date, so it is clear that such versatility allows users to effectively manage Quicken on a fiscal year basis.

    Hope this helps.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

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