Adding Budget and Actual data to Summary column

jcryanjr
jcryanjr Quicken Windows Subscription Member ✭✭
edited January 30 in Budgeting and Planning Tools (Windows)

Running R60.15 on WIN11 Home

How do you add both Budget and Actual data to the Annual Summary column? I'm trying to get Budget Actual and Balance all in the Summary column.

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I have "Budget Actions/View Options/Show to date column in annual view" checked. I've restarted Quicken before and after checking the box. Checking/Unchecking the box doesn't trigger a screen repaint or other visible action.

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Selecting Budget only in the drop down works as does Actuals only. I can't seem to get everything at once in the column.

Thanks…

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Best Answers

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

    Looks like this isn't available in the Planning tab's Annual Budget view.

    However, these columns are available if you pull up the Historical Budget Report by selecting either Budget Actions / Budget Reports or selecting it from the Reports Menu or the Reports & Graph Center.

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

    Any idea what Budget Actions/View Options/Show to date column in annual view"  does? Checking/unchecking doesn't seem to trigger anything.

    Late December may not be the time to experiment with this column.
    Wait until January and then you will find an extra column next to January showing how your budget's doing from 1st of January to today's (January) date

Answers

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

    Looks like this isn't available in the Planning tab's Annual Budget view.

    However, these columns are available if you pull up the Historical Budget Report by selecting either Budget Actions / Budget Reports or selecting it from the Reports Menu or the Reports & Graph Center.

  • jcryanjr
    jcryanjr Quicken Windows Subscription Member ✭✭
    edited December 2024

    Thanks, guess adding it to the Annual View is a wish list item for the developers.

    Any idea what Budget Actions/View Options/Show to date column in annual view"  does? Checking/unchecking doesn't seem to trigger anything.

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

    Any idea what Budget Actions/View Options/Show to date column in annual view"  does? Checking/unchecking doesn't seem to trigger anything.

    Late December may not be the time to experiment with this column.
    Wait until January and then you will find an extra column next to January showing how your budget's doing from 1st of January to today's (January) date

This discussion has been closed.

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