How do I run a fiscal year report for a budget

kwlsea

Among the many frustrating things in the budget tool is the fact that you can set a fiscal year, but there is no fiscal year option for the date range when running reports. Or is it hidden?

Quicken Kristina

Hello @kwlsea,

Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. There isn't a preset for Fiscal Year, but in the Current Budget report, you can choose the Custom dates option and set the timeframe to match the fiscal year.

I hope this helps!