Is there a way to get a year-to-date view of budget results?

bmtndog
bmtndog Member ✭✭
in Budgeting and Planning Tools (Mac)
I have a lot of budget categories where I use an average monthly budget number, the actual results will vary month to month. I'd like to see a year-to-date view of budget results so I can see how I am doing so far during the year, rather than just in any given month.

Best Answer

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    Yes. Go into your 12 month budget, and you will see an icon in the header row at the upper left. This will toggle showing/hiding the YTD* column. 

    (* If you click on the drop down next to the year in the column that gets displayed, you can choose between YTD, or Entire Year)


Answers

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    Yes. Go into your 12 month budget, and you will see an icon in the header row at the upper left. This will toggle showing/hiding the YTD* column. 

    (* If you click on the drop down next to the year in the column that gets displayed, you can choose between YTD, or Entire Year)


  • bmtndog
    bmtndog Member ✭✭
    Ah ha! Not obvious in the month of January! Thanks.
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