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http://bit.ly/CommunitySSOActual vs. Budgeted Reports: customize date range and get comparisons (Q Mac) (7 Legacy Votes)
Comments
Makes it mostly useless when it comes to budgets.
You will have to print the entire budget (either one or 12 month view) to see this if you want it in printed format.
From the dropdown above the year, you can choose between YTD and total year.
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I went ahead and turned this Discussion into an Idea thread so that other users are able to vote on it. Our developer's review Idea threads to get an idea of what people would like Quicken to offer.
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Quicken Natalie
> @Melody Bliss You're asking: "I should be able to see a month-by-month report of budgeted versus actuals." You can. It's shown above in the response from John_in_NC.
> You're also asking to "be able to see any period of time I want to report on - for example YTD or using a 'from' and 'to' month." The first half of that -- YTD totals -- exists. Clicking the << icon shown in that screen shot will toggle showing/hiding a totals column, and clicking the down-arrow in the heading of the total column lets you switch between full year or YTD totals.
> The only part that's missing from your request, then, is the ability to generate a report for any specific range of months, such as February-May. That doesn't exist in the current Quicken Mac.
> As for "why can Quicken Windows do it and not Quicken Mac?" It's a long story, but the short answer is because Quicken Mac was re-developed from scratch this decade, and doesn't have the 30+ years of development that Quicken Windows does. There are still many things, large and small, that Quicken Windows can do that Quicken Mac cannot, simply because it will take additional years of development to address all the features customers want.
@jacobs Unless I'm mistaken, I don't think you can see HELPFUL YTD information. Say I have a budget that has only 1 item: $100/month for ice cream expenses. And, say I've spent exactly $110/month in each of January through June. On June 30, I see that I'm over budget, because Quicken shows I've spent $660 and my budget was $600. However, on July 1 it looks like I'm under budget because it shows that I've spent $660 and my budget is $700. It's easy to see where you are if you only have one budget line item, but is more difficult if you have dozens. What I'd like to see (and what I think most commenting on this issue would like to see) is the ability to see where I am against budget for the completed months. Thus, in July I'd like to see where I am for each budgeted item for the period of January 1 though June 30. This has to be something that would be easy for Quicken to program, as already prepare that helpful YTD report--The problem is that I can only see it on the last day of a month. [If I'm missing something here, please let me know.]
Having said that, I was disappointed to see that the reporting on actual vs. budgeted is still rather limited. The report is most meaningful when run for the period from start of year to last day of previous full month, but there is no way to get that report except by printing the report on the last day of each month.
Thank you for taking the time to visit the Community to post your question.
Your post has been moved to the ongoing Idea thread to be able to generate a budget report.
This Idea has been marked as "Under Consideration", meaning the Idea is being reviewed, however, there is no ETA available for when you can expect to see this feature.
-Quicken Tyka