Printing a simple budget report that excludes actuals and variances

Framer Inc
Framer Inc Quicken Windows Subscription Member ✭✭
edited April 25 in Budgeting and Planning Tools (Windows)

Is there an option to print a simple budget report that excludes actuals and variances?

The report should display:

  • Categories as row labels
  • Monthly budget amounts as columns
  • A final column showing the total yearly budget for each category

This would provide a clean, straightforward overview of budget allocations without unnecessary details.

Thanks

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Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    Mac or Windows?

  • Framer Inc
    Framer Inc Quicken Windows Subscription Member ✭✭

    Windows - Quicken Premier. R62.1.

  • Framer Inc
    Framer Inc Quicken Windows Subscription Member ✭✭

    Eventually adding at the end a column "Last Year" full amount and variance

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In Quicken for Windows, Deluxe or higher feature level, you can do this …

    Go to the Planning tab, Budgets view.
    Select the Annual View
    Select Budgets only instead of Details
    To print this, select File Menu / Print Budget (or press CTRL-P).
    In the Printer selection view select Landscape printing.

    The report will be too wide to fit all columns on one page but you'll get the desired results.

  • Framer Inc
    Framer Inc Quicken Windows Subscription Member ✭✭

    Hi UKR

    Thanks for your swift help here.

    Yes, I’ve done that, but the formatting is a mess—one-third of the space is blank, and it stretches to six pages when it should easily fit onto two landscape pages. I changed the font size as well but made very little difference.

    It needs proper indentations, bolded subtotals, and better readability. Right now, it’s just frustrating to work with and very hard to read. I really dislike having to download it into Excel just to reformat everything again.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'm sorry, but that's about as good as it gets right now.
    Reports printed with File / Print (or CTRL-P) are a little rudimentary and could use some improvements.

    Instead of printing to a printer you could try to Export to CSV File from the Printer selection dialog. Once imported to Excel you can try to make a better formatted report.

  • Framer Inc
    Framer Inc Quicken Windows Subscription Member ✭✭

    Ok. Thanks for the advice. It is what it is but i hope in future Quicken improves the report formatting.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    For me, the report is one page wide if I select Legal paper and Landscape.

    QWin Premier subscription

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