Billing/Budget Combined
It would be great if quicken could create a report that compared past monthly spending by payee and allowed monthly tracking by payee at the same time. If it could be put in a report that showed each month for a year…then one can see what they spent in the past and plan for the future. The difference from the current reports/budgets/billing reports is that it is based on the specific payee's name vrs categories…..I have not been able to duplicate the report I am looking for.
Comments
-
Does the Category Summary report not do what you want? Set the Row pulldown to Payee, the Interval pulldown to Month, and then click the Edit button and set the date range to Last Year, and I get something like this, with months across the top and Payees down the side:
If you want something that also combines budget amounts, I'm not sure how that would work since you budget by Category and not Payee - I don't know what Budget amount you could add to this report that would make sense.
0