How do I create budget reports and graphs?
To use budget reports and graphs, you must first categorize your transactions and create a budget.
About budget reports and graphs
Quicken provides two types of budget reports: a Current Budget report and an Historical Budget report. Although both reports compare the money you spend and receive during a specific date range with the amounts you've budgeted for that date range, there are slight differences between them.
| Current Budget report | Historical Budget report |
|---|---|
| Calculates the difference between actual and budgeted amounts for each line item using currently assigned values for the budget amounts. | Calculates the difference between the actual and budgeted amounts for each line item using historically assigned values for the budget amounts. |
| Reports on any past date range | Reports on only the years for which the selected budget exists |
To create a budget report and graph
- Click the Planning tab.
- Click the Budgets button.
- Click Budget Actions > Budget Reports, and then choose Current Budget or Historical Budget.
How do I display a report for a different budget?
Quicken displays a report and graph of your currently displayed budget by default. If you want to view a report and graph of another budget, after you create the report, click theBudget drop-down menu at the top of the report window, then select the budget you want to create the report or graph for.