Hi, I've defected from Quickbooks recently and I'm trying to create a report that shows the current month with YTD budget data alongside (see attached).
Can't see how to create this. Is it possible?
Thanks
How about REPORTS, Spending, Current Budget. Not exactly the same as your example … but pretty close.
If not close enough for you, your other option would be to export this report to a spreadsheet, and manipulate there.
The closest report in Quicken is the report at Reports > Spending > Current Budget with the date range set to YTD.
This shows Budget vs Actual by month, along with the YTD budget and actuals.
All, appreciate your assistance.
I am very surprised that even though Quicken is not an accounting system, that the powers that be wouldn't have developed a more comprehensive/custom reporting system. With all the data that is collected, it's a shame that users are not able to extract more value from the data in the way of custom report formatting.
I do get that the data can be exported to Excel, but this is time consuming. Usually, one only needs to extract a few tidbits from various reports, but those tidbits are valuable in the way that they assist in growing net worth. Which is what tracking this data is all about.
