Changing from Fiscal Year to Calendar Year

TPao
TPao Quicken Windows Subscription Member ✭✭
edited December 2023 in Budgeting and Planning Tools (Windows)

Currently have budgets running July ~ June.

Want to use the same budget numbers but change the report to January ~ December.

Thanks

Comments

  • Valderi
    Valderi Quicken Windows Subscription Member ✭✭✭✭

    You go to "preferences", then you click on "Calendar and currency", and select "Calendar Year".

  • TPao
    TPao Quicken Windows Subscription Member ✭✭

    That will change ALL reports.

    I only want to change new ones going forward.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    There is a separate setting for the budget, but if it is going to be different from the main setting you have to create a new budget with that setting.

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  • TPao
    TPao Quicken Windows Subscription Member ✭✭

    That's what I was hoping to avoid. Thanks anyway.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Not that this going to help you, but now that I look at this a bit closer, the main setting changing doesn't change the budget's settings. The only thing that does is change the default setting for creating a budget. Once a budget is created you can't change this setting for it.

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  • TPao
    TPao Quicken Windows Subscription Member ✭✭

    Thanks!

This discussion has been closed.

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