How do I run a fiscal year report for a budget

kwlsea
kwlsea Quicken Windows Subscription Member
edited October 2023 in Budgeting and Planning Tools (Windows)

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?

Tagged:

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    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.

    Screenshot 2023-09-17 at 12.09.39 PM.png
    Screenshot 2023-09-17 at 12.09.50 PM.png

    I hope this helps!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories