Full Year Latest Estimate Report (YTD + YTG)


Hello, Is it possible to create a report that contains year-to-date actual expenses by month and year-to-go planned expenses by month, by category, and total to a full-year latest estimate? For example, Jan-Feb-Mar-Apr-May-Jun actual, July, August, September, October, November, December plan, total of all 12 months. Thank you.


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    The closest report available would be the Current Budget report, but it has separate columns for actual and budgeted amounts. The difficulty in combining these into one column would be how to handle the amounts for the current month.

    If you want to combine the columns, you could export the report to Excel and do it there.

    From the Planning > Budgets page, select Reports and Current Budget.

    QWin Premier subscription
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭

    You can set up a Budget in Quicken. The Budget includes projected monthly income and expenses by category for the year. Then as each month goes by the actuals will populate the Budget showing how much over or under you were and how much can be carried over to the next month. At any time after the Budget is created, you can pull a Budget Report (Reports > Spending > Current Budget) or you can simply view it in the Budget tool.

    You might want to click on this Help link to read up on how to create a Budget: https://help.quicken.com/pages/viewpage.action?pageId=3216834.

    Then to get started, click on the Planning tab > Budgets > Get Started.

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11