How do I limit calculations for total spending to year-to-date calculations?

UnknownUnknown Member
edited January 2019 in

When I go to the Home Page, this year's spending appears to include payments that have been entered for future dates. How can the presentation be altered to show only year-to-date spending?


  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited October 2018

    Click the Gear icon in the upper right corner of the "This Year's Spending" section. Click Date Range.

    Unfortunately, "Year to Date" isn't an available option on that page. You might try running a Spending Report and then customizing it to YTD. The report is at REPORTS > Spending ... and then there are several options from there.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Chris SowerbyChris Sowerby Member ✭✭
    edited January 2019

    This is a rather annoying shortcoming, but I get around it buy selecting "Custom" for the time period and just entering Jan 1 to today's date.
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