How to create a budget with fixed annual income and expense amounts?

Mike526

I am the treasurer for a residents association. I am given a budget at the beginning of each year to provide a guide for spending and income in various categories. At the end of each month, I am required to submit a report of how much of each category's budget has been spent. I cannot find a way in Quicken reports or budget planning to establish such a report. For example, "Meeting Refreshments" has an annual budget of $700. As of today, we have spent $317. I would like to show a report that would reflect the amount spent thus far, along with the amount left to spend for that and all other categories. Any advice?

UKR

If you have set up the budget amounts in the Planning / Budgets tab for each category, then I would say that the Historical Budget Report, set to Interval: Year, should give you the numbers you are looking for:
Actual Income/Expense, Annual Budget, Difference between the two, by Category.