Budget - Comparing Budgeted Amounts to Actuals - How Do I?

BikerBear
BikerBear Member ✭✭
Hi Folks,

New to QMac 2019. Have set everything up, just fine. However, I would really like to be able to establish a budget within QMac19 with the following scenario (or similar):

Column 1: List of categories
Column 2: Budgeted Amount (e.g. Food: $250, Vacation: $250, Pet Food: $50, etc.)
Column 3-15: Monthly actuals (Jan -> Dec)

This would allow me to see how my actuals are doing compared to what I have established as the maximum amount, per month, for each of the categories.

Does this make sense? Can it be done? If so, how do I?

TIA,

Richard
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Answers

  • BikerBear
    BikerBear Member ✭✭
    Thanks John! Yes, sorry, I'm on QMac20 (d'oh).

    I have used the Budget module, and it does look fairly straightforward. The only thing I can't seem to find is where I enter the monthly budgeted amounts, so that I can compare the trailing monthly actuals.

    I, too, am focusing on a few spending categories.
  • BikerBear
    BikerBear Member ✭✭
    John, Thank you!!!!!

    Your suggested solution is just what I was looking for..... Thanks again!
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