Compare to average spending in Comparison Reports

aaron Windows Beta Beta
edited October 11 in Reports

Add option to compare current month spending vs last 3, 6, or 12 month average.

4 votes

Reviewed · Last Updated


  • 100% I came to the ideas forum, just to suggest this.

    In my use case, I want to compare my last 30 days of spending to my average spend from the last 365 days. The comparison report is so close to giving me what I need, if it added one more column

    When comparing a month to a year, the difference and percentages are not much use. What I really want to see is a calculated ratio of what my spending would look like over that slice of time. If I'm looking at 30 days, I want to see what my average spend was over 30 days. If I'm looking at a quarter, I want to see the same over 90 days.

    Ideally for me (screenshot attached), Quicken would:

    1. Calculate the number of days in the smaller time span of the report. In my case, the number of days between 10/16 and 11/14.
    2. Calculate the number of days in the larger time span (January 1 to November 14)
    3. Add a new calculated field to my report which takes the value from each year-to-date category, divides it by the value from #2, and multiples it by the value in #1. This would give me an idea of my average spend in each category for the same time period.