Current Spending vs Average Spending by payee - question on dates

Charles Farnell

Great report but how do I compare YTD with comparative timeframe from prior year?

Custom dates are only allowed in one comparison period. Periods are not granular enough.

For example I want to compare 1/1/23-8/4/23 with 1/1/24-8/4/24.

Thanks

Chris_QPW

The report would have to have its functionality changed.

The "compare range" is always the "Last xxxx" you can't specify a custom period of time to compare to.

To submit a suggestion, go to the Home page and select New Post → New Idea.

Chris_QPW

The report would have to have its functionality changed.

The "compare range" is always the "Last xxxx" you can't specify a custom period of time to compare to.

To submit a suggestion, go to the Home page and select New Post → New Idea.

Charles Farnell

Thankyou.

q_lurker

Note that the Income/Expense by Category comparison DOES allow for a like-period comparison. You can certainly customize that report to only spending categories and similar to get to a very similar place.

Charles Farnell

https://community.quicken.com/discussion/comment/20447650#Comment_20447650

That report didnt work either, you cannot compare two date specific periods.

q_lurker

I believe it does do what you want

Charles Farnell

Weird. I dont have "year to date" or "prior year period" as options. I am on Windows r58.9.

Chris_QPW

@q_lurker has selected a different report. This isn't the "average" one.

The one with the averages doesn't have year to date as a option.