How do I check my budget report?

Quicken prorates all budget reports. Change the report TO DATE to the last day of the month.

If the budgeted amount is wrong:

• Customise the report.
   
  
• Change the TO DATE to the last day of the month. A budget report may show a budgeted amount to be less than the actual if the TO DATE is not set to the end of the month.
   
  

For example, if you budget £ 200.00 a month for a category and run a report through the 15th of the month, the budgeted amount on the report will be £100.00. If you Customise the report and change the TO DATE to the last day of the month, the report will show the £200.00.

If the actual amount is wrong:
Run a report for that category from the Category & Transfer list. This report lets you compare the transactions in your register to the actual amount on your budget report.

• Select the category on the Category & Transfer list.
   
  
• Click the Report button.
   
  

When the Report is on screen, customise it to include the date range that you want and subtotal by month. If the report matches your budget report, the budget report is correct.