Can I create a P&L report that compares 2019 spending by category with 2020 YTD, and that calculates 2020 YTD as a percentage of 2019 spending?

Paul C1 · ‎March 17, 2020

I'm trying to use a custom P&L report to show 2020 YTD expenses compared to 2019 expenses, as a percentage of 2019. Any way to do this in customized reports? thanks....Paul

vpcontroller · ‎March 17, 2020

@Paul C1

@Michael K

You can click the "Compare another period" report header and select % change or $ change or more you want. See the attached screenshot below for reference.

Hope this helps!

View solution in original post

Michael K · ‎March 17, 2020

You're in the right place, @Paul C1.

You can run a Profit and Loss Comparison report to compare 2019 and 2020, however showing them as a percentage isn't supported at this time. To run the comparison report, follow these quick steps.

Go to Reports on the left menu.
Using the search box towards the top right of the reports screen, search for Profit and Loss Comparison.
Change the date range you'd like to compare to the previous year and hit the Run Report button.

That's it! For more information on customizing your reports further, you can check out: Customize reports in QuickBooks Online

Shoot me a reply if you have any other questions. I'm determined to be your number one resource for QuickBooks Online. Have a wonderful day!

Paul C1 · ‎March 17, 2020

Thank you Michael. I already have a custom report that shows 2019 next to 2020 YTD. Are you saying that I cannot add a column that calculates the percentage?

vpcontroller · ‎March 17, 2020

@Paul C1

@Michael K

You can click the "Compare another period" report header and select % change or $ change or more you want. See the attached screenshot below for reference.

Hope this helps!

Paul C1 · ‎March 18, 2020

Thank you!!!!

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Can I create a P&L report that compares 2019 spending by category with 2020 YTD, and that calculates 2020 YTD as a percentage of 2019 spending?