Budget / Actual Comparison Report

LEOL · June 2019

I like the fact that Quicken has capability to hold a budget, but without being able to run a report to compare budget and actual, this is somewhat useless. I haven't found a way to do this, am I missing something? Suggestions are welcome - thank you.

Quicken_Tyka · June 2019

Hello LEOL,

On the 12 month view, there are 2 breakdowns shown.

January to June is showing year to date information, this can also be adjusted in the 'Budget as of..' toggle shown below.

Image: https://us.v-cdn.net/6031128/uploads/editor/3p/x6qyyldosdax.png

There is also an option view one month which can be adjusted to show different months.

Image: https://us.v-cdn.net/6031128/uploads/editor/z5/dh0teiung3d3.png

Hope this helps!

-Quicken Tyka

Quicken_Tyka · June 2019

Hello LEOL,

Thank you for taking the time to visit the Community to post your concerns.

To view, the actual amounts versus the budget amounts select the 'Budget' tab and then choose the '12-months'

This will show the actual amount versus the budgeted amount.

Image: https://us.v-cdn.net/6031128/uploads/editor/tp/vf894egpujt3.png

This screen can be printed as well as exported to excel.

Hope this helps!

-Quicken Tyka

LEOL · June 2019

Thank you, Quicken Tyka - in the view you show, is the comparison on a year-to-date basis? Is it possible to compare budget to actual for one month at a time?

Thanks again,
LEOL

Quicken_Tyka · June 2019

Hello LEOL,

On the 12 month view, there are 2 breakdowns shown.

January to June is showing year to date information, this can also be adjusted in the 'Budget as of..' toggle shown below.

There is also an option view one month which can be adjusted to show different months.

Hope this helps!

-Quicken Tyka

Budget / Actual Comparison Report

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