How to Create a Budget Comparison Report

PJW
PJW Quicken Windows Subscription Member
edited May 2022 in Reports (Windows)
I want to create a report that compares Budget to Expenses (and Income) to date
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Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited June 2021
    Hello @PJW,

    Thank you for reaching out to the Community with your question.

    I believe the report you are looking for is Income and Expense by Category (or by Payee). These reports can be found by navigating to the Planning tab > Budgets > Reports (on the top-right) > Income and Expense by Category (or by Payee) as shown below.



    I hope this helps!

    -Quicken Anja
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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    For a comparison of income and spending to your budget, try Reports > Spending > Current Budget. The report is broken down by month, but you can select Year to Date and see that in the rightmost columns.
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