12-Months Budget View, change January - (current month) to January - (last complete month) [Edited]
GSW1982
Quicken Mac Subscription Member
In the 12-Months view of the Budget Screen, I recommend that the column labeled “January – August (current month)” be renamed and modified to reflect “January - July (last complete month)".
My goal is to review the budget performance for January - July (last complete month).
The current rollup is skewed because it includes all of August "budgeted" amounts, but only a month-to-date portion of the "actual" spend. If the roll-up were modified and renamed to reflect "January to XXXX (last complete month)", the data would provide a meaningful view of the budget performance for January to XXXX (last completed month).
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Comments
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Yes!! It's not very useful when the denominator changes on day 1 of the new month.
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