Fiscal year budget

Question

How do I create a fiscal year budget so I can track fy actuals vs fy budget?

Boatnmaniac · Accepted 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.

Frankx · Accepted 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