Report showing budget v actual for multiple years, with each year's budget

Launce II
Launce II Quicken Windows Subscription Member

I would like to construct a historical report showing how closely my actual expenditures tracked my budgeted expenditures for, say, 3 back years.

But, when I try, it shows the actual expenditures for each of the 3 years, compared to the budget for only one of the years, which defeats the purpose of assessing my accuracy.

Other than running a separate report for each past year — with that year's budget — exporting all 3 to Excel, and then somehow combining them into one Excel report, is there a way to do that?

Best Answer

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

    Nope, Quicken can only show one budget year at a time. Running it year by year and constructing what you want in Excel is what you will need to do

Answers

  • Launce II
    Launce II Quicken Windows Subscription Member

    The "Historical Budget" report sounds like it might do that. But it serves a different purpose.

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

    Nope, Quicken can only show one budget year at a time. Running it year by year and constructing what you want in Excel is what you will need to do

  • Launce II
    Launce II Quicken Windows Subscription Member

    I feared that. Thanks.

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