Can Account Balance Report show Previous Month, Prior Month, and Year Ago Columns?

cummingsjp
cummingsjp Quicken Windows 2017 Member
edited April 2023 in Reports (Windows)
Good afternoon. I created a report that shows Previous and Prior Months but would also like to include year ago. My current report already shows FEB 23 and JAN 23, but I'd like to include FEB 22.

Thank you

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    If you want to see just those 3 months, the answer is you can't see just those months in one report.

    But if you don't mind seeing the in-between months, you can set a custom date range starting 3/1/22 and ending 2/28/23 with an interval of Month.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    If you want to see just those 3 months, the answer is you can't see just those months in one report.

    But if you don't mind seeing the in-between months, you can set a custom date range starting 3/1/22 and ending 2/28/23 with an interval of Month.

    QWin Premier subscription
  • cummingsjp
    cummingsjp Quicken Windows 2017 Member
    Thank you. I was afraid of that. It's somewhat puzzling that Quicken doesn't have that capability as it is a common way to view financials
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