Current Spending vs Average Spending by payee - question on dates

Charles Farnell
Charles Farnell Member ✭✭
edited September 5 in Reports (Windows)

Great report but how do I compare YTD with comparative timeframe from prior year?

Custom dates are only allowed in one comparison period. Periods are not granular enough.

For example I want to compare 1/1/23-8/4/23 with 1/1/24-8/4/24.

Thanks

Best Answer

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    The report would have to have its functionality changed.

    The "compare range" is always the "Last xxxx" you can't specify a custom period of time to compare to.

    To submit a suggestion, go to the Home page and select New Post → New Idea.

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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    The report would have to have its functionality changed.

    The "compare range" is always the "Last xxxx" you can't specify a custom period of time to compare to.

    To submit a suggestion, go to the Home page and select New Post → New Idea.

    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • Charles Farnell
    Charles Farnell Member ✭✭

    Thankyou.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Note that the Income/Expense by Category comparison DOES allow for a like-period comparison. You can certainly customize that report to only spending categories and similar to get to a very similar place.

  • Charles Farnell
    Charles Farnell Member ✭✭

    That report didnt work either, you cannot compare two date specific periods.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I believe it does do what you want

  • Charles Farnell
    Charles Farnell Member ✭✭

    Weird. I dont have "year to date" or "prior year period" as options. I am on Windows r58.9.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    @q_lurker has selected a different report. This isn't the "average" one.

    The one with the averages doesn't have year to date as a option.

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