Budgeting by fiscal year instead of calendar year

David Viking
David Viking Quicken Windows Other Member
edited November 11 in Budgeting and Planning Tools (Windows)

How do I setup a Budget May 1 to Apr 30?

I would like a report with a column showing the budget, one YTD, the $ diff and % diff

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Your profile reads "Quicken Windows Other". Without knowing your specific Q product, and the BUILD of that product we really can't help since what's available varies by product and how recent the product is.

    The BUILD can be found at HELP, About Quicken.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • David Viking
    David Viking Quicken Windows Other Member

    Quiken Classic Build 27.1.64.30

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    "Classic" refers to all of desktop Q. Which specific product?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • David Viking
    David Viking Quicken Windows Other Member

    Classic Basic R64.30

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 12

    There is no Q product called Basic. [Removed - Disruptive]

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @David Viking,

    Thank you for reaching out! If you want to create a budget that starts on 1 May, then you will need to navigate to the Planning tab, select the Budgets tab, then in the Budget Actions dropdown, select Create new budget….

    Screenshot 2025-10-11 at 2.39.27 PM.png

    In the window that comes up, click Advanced Budget Settings, and you will be able to select the "use a different calendar for this budget. Start budget on:" option and select the month to start on.

    Screenshot 2025-10-11 at 2.38.22 PM.png

    I hope this helps!

    Quicken Kristina

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  • David Viking
    David Viking Quicken Windows Other Member

    Thank you

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    You're welcome!

    If you need further assistance, please feel free to reach out!

    Quicken Kristina

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