For Mac-Actual Income & Expense Report vs. Budget

klnaylor
klnaylor Quicken Mac Subscription Member
in Reports (Mac)
Is there a way to make a report that compares year to date income and expense to year to date budget? I can do this in the Windows version but have not seen how to do it in Mac. I want to switch to Mac but this report is critical for me.

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  • Tiff2
    Tiff2 Member ✭✭
    Thank you. Two follow up questions.

    1. Is this report only available to print?
    2. It appears that a 12 month view is the only option, do you know if I can view the report only & for a specific month?
  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    Tiff2 said:
    Thank you. Two follow up questions.

    1. Is this report only available to print?
    2. It appears that a 12 month view is the only option, do you know if I can view the report only & for a specific month?
    1. No-You can choose the Export option next to print at the upper right. Open this in a spreadsheet of your choice.

    2. Only the 12 month view is exportable, but you can easily export the Full Budget. In your spreadsheet, you can easily hide columns/change print range to make a report of a single month. 
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